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 | $286,344 | $176,812+61.9% | $146,665+95.2% | $167,490+71.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 19.92% | 24.03%-4.1pp | 22.74%-2.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $593 | $5,160-88.5% | $4,136-85.7% | $4,837-87.7% |
| Participant deferral / active EE | $5,926 | $6,440-8.0% | $5,506+7.6% | $6,341-6.5% |
| Admin fee / account holder | $7,132 | $13,259-46.2% | $10,280-30.6% | $12,309-42.1% |