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 | $333,193 | $101,724+227.5% | $164,813+102.2% | $80,856+312.1% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.5pp | 67.6%+29.4pp |
| Annual return | 15.21% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $582 | $2,953-80.3% | $4,341-86.6% | $2,755-78.9% |
| Participant deferral / active EE | $9,517 | $4,477+112.6% | $6,031+57.8% | $4,296+121.5% |
| Admin fee / account holder | $18,709 | $8,227+127.4% | $12,690+47.4% | $6,918+170.4% |