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 | $259,286 | $162,781+59.3% | $133,956+93.6% | $158,922+63.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.20% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $264 | $4,975-94.7% | $3,919-93.3% | $4,761-94.5% |
| Participant deferral / active EE | $3,460 | $5,911-41.5% | $5,048-31.4% | $5,982-42.2% |
| Admin fee / account holder | $3,638 | $11,736-69.0% | $8,927-59.2% | $11,246-67.6% |