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 | $256,342 | $150,440+70.4% | $136,294+88.1% | $147,584+73.7% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 16.10% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,406 | $6,630+102.2% | $6,247+114.6% | $5,439+146.5% |
| Admin fee / account holder | $1,564 | $10,905-85.7% | $9,243-83.1% | $10,885-85.6% |