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 | $429,507 | $217,402+97.6% | $185,823+131.1% | $167,490+156.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.60% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,030 | $5,873-82.5% | $5,167-80.1% | $4,837-78.7% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $4,236 | $19,811-78.6% | $16,237-73.9% | $12,309-65.6% |