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 | $257,358 | $79,944+221.9% | $98,439+161.4% | $75,163+242.4% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.4pp |
| Annual return | 31.06% | 19.75%+11.3pp | 21.16%+9.9pp | 160.62%-129.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,521 | $3,752+207.1% | $4,738+143.2% | $4,125+179.3% |
| Admin fee / account holder | $18,986 | $6,840+177.6% | $8,948+112.2% | $5,651+236.0% |