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 | $416,361 | $244,740+70.1% | $206,214+101.9% | $357,791+16.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 18.09% | -3.72%+21.8pp | -1.60%+19.7pp | 396.79%-378.7pp |
| Employer contribution / active EE | $12,253 | $7,019+74.6% | $5,967+105.3% | $7,508+63.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $3,969 | $15,419-74.3% | $13,671-71.0% | $28,387-86.0% |