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 | $273,641 | $183,963+48.7% | $162,163+68.7% | $152,861+79.0% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 19.13% | 150.76%-131.6pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,029 | $6,371-83.8% | $5,614-81.7% | $4,762-78.4% |
| Participant deferral / active EE | $13,160 | $8,034+63.8% | $7,298+80.3% | $5,850+125.0% |
| Admin fee / account holder | $12,020 | $13,121-8.4% | $10,843+10.9% | $11,596+3.7% |