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 | $264,595 | $137,414+92.6% | $189,513+39.6% | $85,850+208.2% |
| Participation rate | 86.2% | 84.6%+1.6pp | 87.8%-1.6pp | 69.3%+16.9pp |
| Annual return | 14.17% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.4pp |
| Employer contribution / active EE | $275 | $4,344-93.7% | $6,162-95.5% | $2,565-89.3% |
| Participant deferral / active EE | $16,920 | $6,260+170.3% | $8,221+105.8% | $3,952+328.2% |
| Admin fee / account holder | $9,907 | $8,630+14.8% | $12,045-17.8% | $6,260+58.3% |