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 | $256,666 | $209,411+22.6% | $178,490+43.8% | $158,922+61.5% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 13.88% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $995 | $5,706-82.6% | $5,011-80.1% | $4,761-79.1% |
| Participant deferral / active EE | $5,235 | $5,954-12.1% | $5,202+0.6% | $5,982-12.5% |
| Admin fee / account holder | $27,574 | $17,074+61.5% | $13,984+97.2% | $11,246+145.2% |