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 | $269,536 | $98,750+172.9% | $149,696+80.1% | $79,858+237.5% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 15.18% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,042 | $5,680+76.8% | $6,842+46.8% | $3,740+168.5% |
| Admin fee / account holder | $10,329 | $6,053+70.7% | $9,309+11.0% | $5,306+94.7% |