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 | $401,901 | $176,056+128.3% | $159,436+152.1% | $167,490+140.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.15% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $593 | $5,297-88.8% | $4,829-87.7% | $4,837-87.7% |
| Participant deferral / active EE | $9,852 | $7,750+27.1% | $7,352+34.0% | $6,341+55.4% |
| Admin fee / account holder | $910,487 | $12,554+7152.6% | $10,799+8331.6% | $12,309+7296.9% |