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 | $295,923+63.8% | $239,403+102.5% | $382,429+26.8% |
| Participation rate | 85.7% | 87.1%-1.4pp | 82.2%+3.5pp | 87.7%-2.0pp |
| Annual return | 20.09% | 1.75%+18.3pp | 3.34%+16.8pp | 248.85%-228.8pp |
| Employer contribution / active EE | $4,020 | $5,859-31.4% | $4,656-13.7% | $8,036-50.0% |
| Participant deferral / active EE | $29,515 | $4,814+513.1% | $4,239+596.3% | $5,727+415.3% |
| Admin fee / account holder | $3,128 | $26,025-88.0% | $21,121-85.2% | $30,732-89.8% |