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 | $260,182 | $131,829+97.4% | $108,579+139.6% | $273,961-5.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.11% | -91.57%+100.7pp | -51.70%+60.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $169 | $4,912-96.6% | $3,758-95.5% | $4,869-96.5% |
| Participant deferral / active EE | $11,704 | $5,127+128.3% | $4,311+171.5% | $5,287+121.4% |
| Admin fee / account holder | $9,842 | $10,252-4.0% | $7,645+28.7% | $10,132-2.9% |