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 5-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 | $384,096 | $137,414+179.5% | $189,513+102.7% | $85,850+347.4% |
| Participation rate | 88.5% | 84.6%+3.8pp | 87.8%+0.7pp | 69.3%+19.1pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $622 | $4,344-85.7% | $6,162-89.9% | $2,565-75.7% |
| Participant deferral / active EE | $3,154 | $6,260-49.6% | $8,221-61.6% | $3,952-20.2% |
| Admin fee / account holder | $9,911 | $8,630+14.9% | $12,045-17.7% | $6,260+58.3% |