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 | $380,827 | $125,758+202.8% | $169,993+124.0% | $75,163+406.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.32% | 27.20%-10.9pp | 53.37%-37.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,100 | $4,615-76.2% | $6,785-83.8% | $2,670-58.8% |
| Participant deferral / active EE | $12,821 | $6,837+87.5% | $10,408+23.2% | $4,125+210.8% |
| Admin fee / account holder | $25,091 | $8,173+207.0% | $12,815+95.8% | $5,651+344.0% |