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 8-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 | $488,470 | $228,332+113.9% | $185,823+162.9% | $158,922+207.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 13.73% | 40.80%-27.1pp | 35.95%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $451 | $4,967-90.9% | $4,087-89.0% | $4,761-90.5% |
| Participant deferral / active EE | $6,410 | $6,415-0.1% | $5,632+13.8% | $5,982+7.2% |
| Admin fee / account holder | $147,258 | $11,864+1141.2% | $9,500+1450.1% | $11,246+1209.5% |