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 | $258,548 | $105,181+145.8% | $159,436+62.2% | $85,850+201.2% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.1pp | 69.3%+18.6pp |
| Annual return | 26.53% | 45.07%-18.5pp | 263.57%-237.0pp | 318.53%-292.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,672 | $5,945+45.9% | $7,352+18.0% | $3,952+119.4% |
| Admin fee / account holder | $15,212 | $6,933+119.4% | $10,799+40.9% | $6,260+143.0% |