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 | $1,302,989 | $190,805+582.9% | $159,960+714.6% | $134,475+868.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.04% | 552.23%-553.3pp | 408.60%-409.6pp | 417.96%-419.0pp |
| Employer contribution / active EE | $391 | $4,995-92.2% | $4,226-90.8% | $4,740-91.8% |
| Participant deferral / active EE | $25,375 | $6,923+266.5% | $6,182+310.4% | $6,400+296.5% |
| Admin fee / account holder | $15,100 | $10,471+44.2% | $8,698+73.6% | $11,426+32.2% |