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 | $403,736 | $178,174+126.6% | $156,181+158.5% | $137,256+194.1% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.8%+8.1pp | 80.0%+7.0pp |
| Annual return | 16.22% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,334 | $6,888+64.5% | $6,132+84.8% | $6,407+76.9% |
| Admin fee / account holder | $50,768 | $17,404+191.7% | $14,586+248.1% | $12,270+313.7% |