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 | $257,502 | $91,037+182.9% | $71,671+259.3% | $147,584+74.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.90% | 20.48%-9.6pp | 20.65%-9.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $143 | $3,327-95.7% | $2,460-94.2% | $4,876-97.1% |
| Participant deferral / active EE | $12,206 | $4,498+171.4% | $3,438+255.0% | $5,439+124.4% |
| Admin fee / account holder | $131,005 | $8,613+1421.1% | $5,558+2256.9% | $10,885+1103.5% |