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 | $260,082 | $226,064+15.0% | $182,532+42.5% | $152,861+70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.03% | 192.51%-171.5pp | 148.54%-127.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $375 | $4,978-92.5% | $4,076-90.8% | $4,762-92.1% |
| Participant deferral / active EE | $12,569 | $6,368+97.4% | $5,524+127.5% | $5,850+114.8% |
| Admin fee / account holder | $2,658 | $10,703-75.2% | $8,592-69.1% | $11,596-77.1% |