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 | $385,060 | $70,475+446.4% | $100,516+283.1% | $79,858+382.2% |
| Participation rate | 74.2% | 73.7%+0.5pp | 79.4%-5.2pp | 69.6%+4.6pp |
| Annual return | 27.23% | 21.90%+5.3pp | 30.89%-3.7pp | 31.71%-4.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,872 | $5,181+109.9% | $6,270+73.4% | $3,740+190.7% |
| Admin fee / account holder | $40,239 | $4,478+798.5% | $8,081+397.9% | $5,306+658.3% |