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 | $770,645 | $154,228+399.7% | $145,433+429.9% | $137,256+461.5% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 18.89% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $797 | $4,804-83.4% | $4,554-82.5% | $4,156-80.8% |
| Participant deferral / active EE | $14,771 | $8,216+79.8% | $7,897+87.0% | $6,407+130.6% |
| Admin fee / account holder | $8,763 | $14,344-38.9% | $13,129-33.3% | $12,270-28.6% |