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 | $326,934 | $102,317+219.5% | $146,958+122.5% | $80,856+304.3% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 15.23% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,360 | $6,644+40.9% | $8,070+16.0% | $4,296+117.9% |
| Admin fee / account holder | $9,195 | $7,941+15.8% | $12,998-29.3% | $6,918+32.9% |