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 | $409,568 | $160,055+155.9% | $140,016+192.5% | $135,375+202.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.89% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,680 | $7,642+26.7% | $6,927+39.7% | $5,609+72.6% |
| Admin fee / account holder | $13,904 | $13,328+4.3% | $10,705+29.9% | $10,827+28.4% |