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 | $365,699 | $369,484-1.0% | $303,047+20.7% | $357,791+2.2% |
| Participation rate | 76.9% | 90.0%-13.1pp | 87.1%-10.2pp | 85.6%-8.7pp |
| Annual return | 10.31% | 0.42%+9.9pp | 2.47%+7.8pp | 396.79%-386.5pp |
| Employer contribution / active EE | $2,964 | $9,025-67.2% | $7,418-60.0% | $7,508-60.5% |
| Participant deferral / active EE | $7,754 | $5,439+42.6% | $5,070+52.9% | $5,521+40.4% |
| Admin fee / account holder | $22,612 | $49,137-54.0% | $39,333-42.5% | $28,387-20.3% |