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 | $449,280 | $209,832+114.1% | $189,513+137.1% | $167,490+168.2% |
| Participation rate | 87.0% | 88.7%-1.7pp | 87.8%-0.8pp | 82.1%+4.9pp |
| Annual return | 21.28% | 748.27%-727.0pp | 555.15%-533.9pp | 478.56%-457.3pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $13,977 | $8,935+56.4% | $8,221+70.0% | $6,341+120.4% |
| Admin fee / account holder | $17,891 | $14,293+25.2% | $12,045+48.5% | $12,309+45.4% |