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 | $453,284 | $171,865+163.7% | $149,718+202.8% | $147,584+207.1% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 14.22% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $977 | $6,275-84.4% | $5,445-82.1% | $4,876-80.0% |
| Participant deferral / active EE | $3,909 | $7,271-46.2% | $6,569-40.5% | $5,439-28.1% |
| Admin fee / account holder | $46,011 | $13,799+233.4% | $11,283+307.8% | $10,885+322.7% |