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 | $424,954 | $75,828+460.4% | $147,614+187.9% | $59,632+612.6% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.6pp | 68.7%+25.6pp |
| Annual return | 335.78% | 0.37%+335.4pp | 61.98%+273.8pp | 2041.28%-1705.5pp |
| Employer contribution / active EE | $12 | $3,485-99.6% | $5,564-99.8% | $2,203-99.4% |
| Participant deferral / active EE | $8,580 | $3,130+174.1% | $4,895+75.3% | $3,192+168.8% |
| Admin fee / account holder | $3,408 | $5,985-43.1% | $11,611-70.6% | $4,297-20.7% |