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 | $350,695 | $185,822+88.7% | $169,993+106.3% | $139,434+151.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.11% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $825 | $7,590-89.1% | $6,785-87.8% | $4,751-82.6% |
| Participant deferral / active EE | $11,194 | $11,622-3.7% | $10,408+7.6% | $6,710+66.8% |
| Admin fee / account holder | $1,385 | $15,381-91.0% | $12,815-89.2% | $11,403-87.9% |