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 | $276,179 | $176,056+56.9% | $159,436+73.2% | $167,490+64.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.78% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $794 | $5,297-85.0% | $4,829-83.6% | $4,837-83.6% |
| Participant deferral / active EE | $8,365 | $7,750+7.9% | $7,352+13.8% | $6,341+31.9% |
| Admin fee / account holder | $5,948 | $12,554-52.6% | $10,799-44.9% | $12,309-51.7% |