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 | $370,901 | $217,402+70.6% | $185,823+99.6% | $167,490+121.4% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 13.50% | 148.36%-134.9pp | 122.05%-108.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,012 | $5,873-82.8% | $5,167-80.4% | $4,837-79.1% |
| Participant deferral / active EE | $8,722 | $6,356+37.2% | $5,568+56.7% | $6,341+37.5% |
| Admin fee / account holder | $176,910 | $19,811+793.0% | $16,237+989.5% | $12,309+1337.2% |