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 | $408,629 | $88,672+360.8% | $105,223+288.3% | $82,448+395.6% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 16.14% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,857 | $4,036+292.9% | $5,072+212.6% | $4,139+283.1% |
| Admin fee / account holder | $12,973 | $7,146+81.5% | $8,859+46.4% | $7,234+79.3% |