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 | $251,080 | $165,335+51.9% | $149,696+67.7% | $158,922+58.0% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 31.99% | 348.15%-316.2pp | 276.60%-244.6pp | 302.83%-270.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,168 | $7,181-14.1% | $6,842-9.9% | $5,982+3.1% |
| Admin fee / account holder | $10,071 | $10,807-6.8% | $9,309+8.2% | $11,246-10.4% |