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 | $269,595 | $77,419+248.2% | $69,455+288.2% | $152,861+76.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 17.29% | 39.06%-21.8pp | 28.97%-11.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $287 | $3,315-91.4% | $2,779-89.7% | $4,762-94.0% |
| Participant deferral / active EE | $8,617 | $4,414+95.2% | $3,535+143.7% | $5,850+47.3% |
| Admin fee / account holder | $2,238 | $6,207-63.9% | $3,839-41.7% | $11,596-80.7% |