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 | $286,649 | $185,200+54.8% | $142,863+100.6% | $167,490+71.1% |
| Participation rate | 84.6% | 78.4%+6.2pp | 71.9%+12.7pp | 82.1%+2.5pp |
| Annual return | 13.48% | 8555.70%-8542.2pp | 5637.54%-5624.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,108 | $4,494+80.4% | $3,837+111.3% | $6,341+27.9% |
| Admin fee / account holder | $11,188 | $8,031+39.3% | $6,560+70.5% | $12,309-9.1% |