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 | $383,687 | $100,041+283.5% | $149,718+156.3% | $70,131+447.1% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.1%+11.5pp | 69.5%+29.1pp |
| Annual return | 17.35% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $155 | $3,662-95.8% | $5,445-97.1% | $2,342-93.4% |
| Participant deferral / active EE | $8,731 | $4,983+75.2% | $6,569+32.9% | $3,332+162.1% |
| Admin fee / account holder | $8,613 | $8,286+3.9% | $11,283-23.7% | $4,645+85.4% |