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 | $253,012 | $157,256+60.9% | $141,162+79.2% | $152,861+65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.09% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $610 | $5,261-88.4% | $4,735-87.1% | $4,762-87.2% |
| Participant deferral / active EE | $7,608 | $7,109+7.0% | $6,709+13.4% | $5,850+30.0% |
| Admin fee / account holder | $17,910 | $12,120+47.8% | $10,261+74.5% | $11,596+54.4% |