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 | $696,522 | $177,572+292.2% | $154,803+349.9% | $142,382+389.2% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 29.40% | 65.07%-35.7pp | 58.88%-29.5pp | 217.08%-187.7pp |
| Employer contribution / active EE | -$186,524 | $4,810-3977.5% | $4,305-4432.3% | $4,299-4438.7% |
| Participant deferral / active EE | $12,018 | $6,272+91.6% | $5,540+116.9% | $6,507+84.7% |
| Admin fee / account holder | $238,991 | $16,786+1323.8% | $14,329+1567.9% | $12,624+1793.2% |