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 | $268,264 | $102,382+162.0% | $147,005+82.5% | $80,874+231.7% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 13.46% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $5 | $3,715-99.9% | $4,934-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $10,388 | $6,646+56.3% | $8,070+28.7% | $4,297+141.8% |
| Admin fee / account holder | $4,913 | $7,942-38.1% | $13,006-62.2% | $6,935-29.2% |