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 8-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 | $1,470,005 | $183,963+699.1% | $162,163+806.5% | $152,861+861.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.42% | 150.76%-132.3pp | 115.59%-97.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $23,000 | $8,034+186.3% | $7,298+215.2% | $5,850+293.2% |
| Admin fee / account holder | $33,922 | $13,121+158.5% | $10,843+212.9% | $11,596+192.5% |