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 | $646,480 | $138,065+368.2% | $123,544+423.3% | $135,375+377.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.74% | 153.68%-142.9pp | 119.20%-108.5pp | 519.73%-509.0pp |
| Employer contribution / active EE | $297 | $5,151-94.2% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $12,218 | $6,799+79.7% | $6,426+90.1% | $5,609+117.8% |
| Admin fee / account holder | $27,667 | $10,916+153.5% | $9,284+198.0% | $10,827+155.5% |