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 | $331,881 | $109,327+203.6% | $89,391+271.3% | $158,922+108.8% |
| Participation rate | 95.8% | 74.3%+21.6pp | 68.0%+27.9pp | 82.0%+13.9pp |
| Annual return | 19.57% | 345.68%-326.1pp | 245.62%-226.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,282 | $4,598+36.6% | $3,890+61.5% | $5,982+5.0% |
| Admin fee / account holder | $968 | $6,153-84.3% | $4,881-80.2% | $11,246-91.4% |