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 | $288,276 | $160,055+80.1% | $140,016+105.9% | $135,375+112.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.30% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $600 | $6,420-90.7% | $5,606-89.3% | $4,779-87.4% |
| Participant deferral / active EE | $24,500 | $7,642+220.6% | $6,927+253.7% | $5,609+336.8% |
| Admin fee / account holder | $8,267 | $13,328-38.0% | $10,705-22.8% | $10,827-23.6% |