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 | $314,544 | $105,181+199.1% | $159,436+97.3% | $85,850+266.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.10% | 45.07%-18.0pp | 263.57%-236.5pp | 318.53%-291.4pp |
| Employer contribution / active EE | -$2,947 | $3,318-188.8% | $4,829-161.0% | $2,565-214.9% |
| Participant deferral / active EE | $4,595 | $5,945-22.7% | $7,352-37.5% | $3,952+16.3% |
| Admin fee / account holder | $29,845 | $6,933+330.5% | $10,799+176.4% | $6,260+376.8% |