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 | $309,694 | $81,460+280.2% | $103,333+199.7% | $80,856+283.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 17.68% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,459 | $3,869+118.7% | $5,057+67.3% | $4,296+96.9% |
| Admin fee / account holder | $11,523 | $6,566+75.5% | $8,355+37.9% | $6,918+66.6% |