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 | $339,306 | $91,552+270.6% | $133,956+153.3% | $79,858+324.9% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 13.73% | 61.85%-48.1pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,491 | $3,733+127.4% | $5,048+68.2% | $3,740+127.0% |
| Admin fee / account holder | $24,380 | $6,321+285.7% | $8,927+173.1% | $5,306+359.5% |