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 | $257,645 | $102,317+151.8% | $146,958+75.3% | $80,856+218.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 13.43% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $55 | $3,713-98.5% | $4,933-98.9% | $2,755-98.0% |
| Participant deferral / active EE | $8,738 | $6,644+31.5% | $8,070+8.3% | $4,296+103.4% |
| Admin fee / account holder | $11,650 | $7,941+46.7% | $12,998-10.4% | $6,918+68.4% |