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 | $316,768 | $148,534+113.3% | $135,903+133.1% | $139,434+127.2% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 24.40% | 79.19%-54.8pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $853 | $5,243-83.7% | $4,856-82.4% | $4,751-82.0% |
| Participant deferral / active EE | $7,903 | $8,100-2.4% | $7,758+1.9% | $6,710+17.8% |
| Admin fee / account holder | $2,673 | $12,400-78.4% | $10,762-75.2% | $11,403-76.6% |