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 | $304,775 | $217,402+40.2% | $185,823+64.0% | $167,490+82.0% |
| Participation rate | 95.2% | 86.0%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 18.32% | 148.36%-130.0pp | 122.05%-103.7pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,124 | $5,873-80.9% | $5,167-78.3% | $4,837-76.8% |
| Participant deferral / active EE | $4,467 | $6,356-29.7% | $5,568-19.8% | $6,341-29.5% |
| Admin fee / account holder | $1,680 | $19,811-91.5% | $16,237-89.7% | $12,309-86.3% |