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 | $272,244 | $93,571+190.9% | $135,903+100.3% | $75,163+262.2% |
| Participation rate | 73.9% | 75.2%-1.3pp | 81.9%-8.0pp | 67.2%+6.7pp |
| Annual return | 18.13% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $745 | $3,537-78.9% | $4,856-84.7% | $2,670-72.1% |
| Participant deferral / active EE | $9,317 | $6,404+45.5% | $7,758+20.1% | $4,125+125.9% |
| Admin fee / account holder | $1,085 | $6,975-84.4% | $10,762-89.9% | $5,651-80.8% |