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 | $785,562 | $209,336+275.3% | $197,124+298.5% | $137,256+472.3% |
| Participation rate | 89.5% | 87.3%+2.2pp | 86.7%+2.8pp | 80.0%+9.5pp |
| Annual return | 16.56% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $464 | $6,591-93.0% | $6,227-92.5% | $4,156-88.8% |
| Participant deferral / active EE | $29,515 | $9,614+207.0% | $9,135+223.1% | $6,407+360.7% |
| Admin fee / account holder | $26,363 | $17,308+52.3% | $16,298+61.8% | $12,270+114.9% |