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 | $252,632 | $228,332+10.6% | $185,823+36.0% | $158,922+59.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.63% | 40.80%-30.2pp | 35.95%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $300 | $4,967-94.0% | $4,087-92.7% | $4,761-93.7% |
| Participant deferral / active EE | $8,100 | $6,415+26.3% | $5,632+43.8% | $5,982+35.4% |
| Admin fee / account holder | $895 | $11,864-92.5% | $9,500-90.6% | $11,246-92.0% |