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 | $572,642 | $165,335+246.4% | $149,696+282.5% | $158,922+260.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.59% | 348.15%-339.6pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $843 | $5,103-83.5% | $4,644-81.9% | $4,761-82.3% |
| Participant deferral / active EE | $7,040 | $7,181-2.0% | $6,842+2.9% | $5,982+17.7% |
| Admin fee / account holder | $21,352 | $10,807+97.6% | $9,309+129.4% | $11,246+89.9% |