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 | $327,900 | $165,335+98.3% | $149,696+119.0% | $158,922+106.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.60% | 348.15%-328.5pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $605 | $5,103-88.1% | $4,644-87.0% | $4,761-87.3% |
| Participant deferral / active EE | $2,555 | $7,181-64.4% | $6,842-62.7% | $5,982-57.3% |
| Admin fee / account holder | $30,876 | $10,807+185.7% | $9,309+231.7% | $11,246+174.6% |