See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,226 | $103,376+150.8% | $87,100+197.6% | $152,861+69.6% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 15.37% | 28.10%-12.7pp | 28.19%-12.8pp | 345.32%-330.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,560 | $4,778-4.6% | $4,049+12.6% | $5,850-22.0% |
| Admin fee / account holder | $2,498 | $12,205-79.5% | $7,497-66.7% | $11,596-78.5% |