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 | $654,854 | $172,478+279.7% | $145,661+349.6% | $142,382+359.9% |
| Participation rate | 91.7% | 80.1%+11.6pp | 77.2%+14.4pp | 80.1%+11.5pp |
| Annual return | 17.36% | 151.09%-133.7pp | 101.46%-84.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,479 | $8,348-34.4% | $7,198-23.9% | $6,507-15.8% |
| Admin fee / account holder | $2,779 | $16,864-83.5% | $12,466-77.7% | $12,624-78.0% |