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 7-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 | $900,208 | $167,484+437.5% | $151,611+493.8% | $134,475+569.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.59% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $660 | $6,829-90.3% | $6,166-89.3% | $4,740-86.1% |
| Participant deferral / active EE | $5,426 | $8,986-39.6% | $8,363-35.1% | $6,400-15.2% |
| Admin fee / account holder | $47,374 | $13,783+243.7% | $11,616+307.8% | $11,426+314.6% |