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 | $539,984 | $176,056+206.7% | $159,436+238.7% | $167,490+222.4% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 15.33% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $335 | $5,297-93.7% | $4,829-93.1% | $4,837-93.1% |
| Participant deferral / active EE | $14,529 | $7,750+87.5% | $7,352+97.6% | $6,341+129.1% |
| Admin fee / account holder | $547 | $12,554-95.6% | $10,799-94.9% | $12,309-95.6% |