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 7-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 | $422,132 | $201,272+109.7% | $184,203+129.2% | $145,922+189.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.47% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $567 | $7,022-91.9% | $6,427-91.2% | $4,660-87.8% |
| Participant deferral / active EE | $16,050 | $9,806+63.7% | $9,131+75.8% | $6,688+140.0% |
| Admin fee / account holder | $5,501 | $16,364-66.4% | $13,901-60.4% | $13,397-58.9% |