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 | $646,577 | $201,272+221.2% | $184,203+251.0% | $145,922+343.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $273 | $7,022-96.1% | $6,427-95.7% | $4,660-94.1% |
| Participant deferral / active EE | $28,000 | $9,806+185.5% | $9,131+206.6% | $6,688+318.7% |
| Admin fee / account holder | $5,307 | $16,364-67.6% | $13,901-61.8% | $13,397-60.4% |