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 | $468,991 | $105,859+343.0% | $90,160+420.2% | $147,584+217.8% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 23.53% | 37.63%-14.1pp | 34.88%-11.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $294 | $4,126-92.9% | $3,318-91.2% | $4,876-94.0% |
| Participant deferral / active EE | $9,435 | $5,733+64.6% | $5,288+78.4% | $5,439+73.5% |
| Admin fee / account holder | $7,879 | $8,046-2.1% | $5,943+32.6% | $10,885-27.6% |