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 | $325,155 | $185,822+75.0% | $169,993+91.3% | $139,434+133.2% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.29% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $50 | $7,590-99.3% | $6,785-99.3% | $4,751-98.9% |
| Participant deferral / active EE | $10,473 | $11,622-9.9% | $10,408+0.6% | $6,710+56.1% |
| Admin fee / account holder | $12,023 | $15,381-21.8% | $12,815-6.2% | $11,403+5.4% |