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 | $397,488 | $111,724+255.8% | $93,606+324.6% | $145,922+172.4% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.3pp |
| Annual return | 13.26% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $350 | $3,090-88.7% | $2,420-85.6% | $4,660-92.5% |
| Participant deferral / active EE | $8,448 | $4,912+72.0% | $4,411+91.5% | $6,688+26.3% |
| Admin fee / account holder | $34,258 | $10,250+234.2% | $8,285+313.5% | $13,397+155.7% |