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 | $374,892 | $160,055+134.2% | $140,016+167.7% | $135,375+176.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.99% | 911.38%-908.4pp | 651.12%-648.1pp | 519.73%-516.7pp |
| Employer contribution / active EE | $313 | $6,420-95.1% | $5,606-94.4% | $4,779-93.5% |
| Participant deferral / active EE | $18,000 | $7,642+135.6% | $6,927+159.8% | $5,609+220.9% |
| Admin fee / account holder | $26,051 | $13,328+95.5% | $10,705+143.3% | $10,827+140.6% |