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 | $352,475 | $214,378+64.4% | $200,582+75.7% | $142,382+147.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.32% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $984 | $6,841-85.6% | $6,419-84.7% | $4,299-77.1% |
| Participant deferral / active EE | $8,971 | $9,865-9.1% | $9,331-3.9% | $6,507+37.9% |
| Admin fee / account holder | $4,424 | $17,692-75.0% | $16,305-72.9% | $12,624-65.0% |