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 | $384,032 | $160,055+139.9% | $140,016+174.3% | $135,375+183.7% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.5%+8.3pp | 82.6%+13.2pp |
| Annual return | -5.03% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,259 | $7,642+112.8% | $6,927+134.7% | $5,609+189.9% |
| Admin fee / account holder | $23,908 | $13,328+79.4% | $10,705+123.3% | $10,827+120.8% |