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 | $886,716 | $185,822+377.2% | $169,993+421.6% | $139,434+535.9% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 12.69% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $822 | $7,590-89.2% | $6,785-87.9% | $4,751-82.7% |
| Participant deferral / active EE | $11,367 | $11,622-2.2% | $10,408+9.2% | $6,710+69.4% |
| Admin fee / account holder | $59,537 | $15,381+287.1% | $12,815+364.6% | $11,403+422.1% |