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 | $252,560 | $57,281+340.9% | $86,612+191.6% | $75,163+236.0% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 14.52% | 2670.75%-2656.2pp | 591.07%-576.5pp | 160.62%-146.1pp |
| Employer contribution / active EE | $23 | $2,314-99.0% | $3,022-99.2% | $2,670-99.1% |
| Participant deferral / active EE | $6,520 | $3,318+96.5% | $4,438+46.9% | $4,125+58.0% |
| Admin fee / account holder | $10,853 | $4,112+163.9% | $5,614+93.3% | $5,651+92.1% |