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 | $484,843 | $293,860+65.0% | $237,244+104.4% | $357,791+35.5% |
| Participation rate | 85.7% | 84.2%+1.5pp | 80.3%+5.5pp | 85.6%+0.1pp |
| Annual return | 20.09% | 4677.97%-4657.9pp | 4131.29%-4111.2pp | 396.79%-376.7pp |
| Employer contribution / active EE | $4,020 | $5,523-27.2% | $4,351-7.6% | $7,508-46.5% |
| Participant deferral / active EE | $29,515 | $4,397+571.2% | $4,056+627.7% | $5,521+434.6% |
| Admin fee / account holder | $3,128 | $21,223-85.3% | $18,030-82.6% | $28,387-89.0% |