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 9-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 | $547,262 | $150,440+263.8% | $136,294+301.5% | $147,584+270.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.60% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $257 | $5,256-95.1% | $4,695-94.5% | $4,876-94.7% |
| Participant deferral / active EE | $10,023 | $6,630+51.2% | $6,247+60.4% | $5,439+84.3% |
| Admin fee / account holder | $26,519 | $10,905+143.2% | $9,243+186.9% | $10,885+143.6% |