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 | $512,425 | $217,402+135.7% | $185,823+175.8% | $167,490+205.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.14% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $404 | $5,873-93.1% | $5,167-92.2% | $4,837-91.7% |
| Participant deferral / active EE | $10,660 | $6,356+67.7% | $5,568+91.5% | $6,341+68.1% |
| Admin fee / account holder | $17,124 | $19,811-13.6% | $16,237+5.5% | $12,309+39.1% |