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 | $296,796 | $93,571+217.2% | $135,903+118.4% | $75,163+294.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.65% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $286 | $3,537-91.9% | $4,856-94.1% | $2,670-89.3% |
| Participant deferral / active EE | $17,564 | $6,404+174.3% | $7,758+126.4% | $4,125+325.8% |
| Admin fee / account holder | $5,714 | $6,975-18.1% | $10,762-46.9% | $5,651+1.1% |