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 | $345,153 | $81,248+324.8% | $155,509+122.0% | $80,856+326.9% |
| Participation rate | 93.6% | 66.2%+27.4pp | 78.2%+15.4pp | 67.6%+26.0pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,829 | $3,452+387.6% | $5,626+199.1% | $4,296+291.8% |
| Admin fee / account holder | $7,615 | $7,997-4.8% | $15,912-52.1% | $6,918+10.1% |