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 | $319,328 | $150,440+112.3% | $136,294+134.3% | $147,584+116.4% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 14.93% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $181 | $5,256-96.6% | $4,695-96.1% | $4,876-96.3% |
| Participant deferral / active EE | $6,538 | $6,630-1.4% | $6,247+4.7% | $5,439+20.2% |
| Admin fee / account holder | $31,761 | $10,905+191.2% | $9,243+243.6% | $10,885+191.8% |