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 | $464,260 | $150,440+208.6% | $136,294+240.6% | $147,584+214.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.57% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $798 | $5,256-84.8% | $4,695-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $9,616 | $6,630+45.0% | $6,247+53.9% | $5,439+76.8% |
| Admin fee / account holder | $9,787 | $10,905-10.3% | $9,243+5.9% | $10,885-10.1% |