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 | $319,445 | $102,605+211.3% | $145,661+119.3% | $84,808+276.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 31.60% | 26.50%+5.1pp | 101.46%-69.9pp | 40.90%-9.3pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $19,436 | $5,750+238.0% | $7,198+170.0% | $4,212+361.5% |
| Admin fee / account holder | $9,678 | $8,758+10.5% | $12,466-22.4% | $7,344+31.8% |