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 7-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 | $265,004 | $109,359+142.3% | $162,163+63.4% | $72,985+263.1% |
| Participation rate | 84.6% | 84.3%+0.4pp | 87.6%-2.9pp | 69.5%+15.1pp |
| Annual return | 23.33% | 25.46%-2.1pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $714 | $3,907-81.7% | $5,614-87.3% | $2,440-70.7% |
| Participant deferral / active EE | $13,566 | $5,481+147.5% | $7,298+85.9% | $3,607+276.1% |
| Admin fee / account holder | $36,192 | $7,972+354.0% | $10,843+233.8% | $5,124+606.3% |