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 | $392,104 | $227,553+72.3% | $189,557+106.9% | $167,490+134.1% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.4%+2.5pp | 82.1%-1.2pp |
| Annual return | 16.81% | 78.40%-61.6pp | 64.17%-47.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $12,831 | $7,002+83.2% | $6,174+107.8% | $6,341+102.3% |
| Admin fee / account holder | $3,922 | $11,878-67.0% | $9,807-60.0% | $12,309-68.1% |