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 | $1,378,879 | $165,984+730.7% | $164,813+736.6% | $145,922+844.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.03% | 100.03%-77.0pp | 69.93%-46.9pp | 561.29%-538.3pp |
| Employer contribution / active EE | $252 | $5,273-95.2% | $4,341-94.2% | $4,660-94.6% |
| Participant deferral / active EE | $9,958 | $6,959+43.1% | $6,031+65.1% | $6,688+48.9% |
| Admin fee / account holder | $5,762 | $16,648-65.4% | $12,690-54.6% | $13,397-57.0% |