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 | $357,500 | $80,673+343.1% | $101,326+252.8% | $84,808+321.5% |
| Participation rate | 82.8% | 77.8%+5.0pp | 81.5%+1.3pp | 68.3%+14.4pp |
| Annual return | 15.91% | 38.95%-23.0pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,211 | $6,840-53.1% | $7,994-59.8% | $4,212-23.8% |
| Admin fee / account holder | $13,833 | $12,784+8.2% | $11,185+23.7% | $7,344+88.4% |