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 | $305,031 | $88,751+243.7% | $81,812+272.8% | $145,922+109.0% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 15.58% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $141 | $3,083-95.4% | $2,912-95.2% | $4,660-97.0% |
| Participant deferral / active EE | $2,668 | $4,643-42.5% | $4,319-38.2% | $6,688-60.1% |
| Admin fee / account holder | $7,306 | $8,415-13.2% | $7,386-1.1% | $13,397-45.5% |