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 | $345,291 | $114,381+201.9% | $107,525+221.1% | $142,382+142.5% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 15.77% | 242.71%-226.9pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $531 | $4,015-86.8% | $3,754-85.8% | $4,299-87.6% |
| Participant deferral / active EE | $18,300 | $5,564+228.9% | $5,116+257.7% | $6,507+181.2% |
| Admin fee / account holder | $38,483 | $9,860+290.3% | $8,919+331.5% | $12,624+204.8% |