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 | $278,794 | $209,832+32.9% | $189,513+47.1% | $167,490+66.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 10.68% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,445 | $6,914-79.1% | $6,162-76.6% | $4,837-70.1% |
| Participant deferral / active EE | $9,485 | $8,935+6.2% | $8,221+15.4% | $6,341+49.6% |
| Admin fee / account holder | $90,575 | $14,293+533.7% | $12,045+652.0% | $12,309+635.8% |