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 | $257,695 | $159,901+61.2% | $146,958+75.4% | $145,922+76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.50% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $822 | $5,286-84.5% | $4,933-83.3% | $4,660-82.4% |
| Participant deferral / active EE | $4,343 | $8,428-48.5% | $8,070-46.2% | $6,688-35.1% |
| Admin fee / account holder | $491,868 | $15,044+3169.6% | $12,998+3684.1% | $13,397+3571.5% |