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 | $715,737 | $185,822+285.2% | $169,993+321.0% | $139,434+413.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.29% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,129 | $7,590-85.1% | $6,785-83.4% | $4,751-76.2% |
| Participant deferral / active EE | $23,625 | $11,622+103.3% | $10,408+127.0% | $6,710+252.1% |
| Admin fee / account holder | $66,679 | $15,381+333.5% | $12,815+420.3% | $11,403+484.8% |