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 | $316,937 | $135,635+133.7% | $110,238+187.5% | $135,375+134.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.79% | 513.19%-514.0pp | 314.74%-315.5pp | 519.73%-520.5pp |
| Employer contribution / active EE | $786 | $4,906-84.0% | $3,826-79.5% | $4,779-83.5% |
| Participant deferral / active EE | $8,167 | $5,506+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $14,187 | $11,457+23.8% | $8,547+66.0% | $10,827+31.0% |