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 | $283,244 | $159,901+77.1% | $146,958+92.7% | $145,922+94.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $723 | $5,286-86.3% | $4,933-85.3% | $4,660-84.5% |
| Participant deferral / active EE | $23,469 | $8,428+178.5% | $8,070+190.8% | $6,688+250.9% |
| Admin fee / account holder | $16,065 | $15,044+6.8% | $12,998+23.6% | $13,397+19.9% |