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 | $303,132 | $157,256+92.8% | $141,162+114.7% | $152,861+98.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 23.31% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,870 | $7,109+10.7% | $6,709+17.3% | $5,850+34.5% |
| Admin fee / account holder | $5,039 | $12,120-58.4% | $10,261-50.9% | $11,596-56.5% |