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 | $304,581 | $176,056+73.0% | $159,436+91.0% | $167,490+81.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.45% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $627 | $5,297-88.2% | $4,829-87.0% | $4,837-87.0% |
| Participant deferral / active EE | $17,247 | $7,750+122.5% | $7,352+134.6% | $6,341+172.0% |
| Admin fee / account holder | $6,147 | $12,554-51.0% | $10,799-43.1% | $12,309-50.1% |