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 | $285,267 | $160,055+78.2% | $140,016+103.7% | $135,375+110.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -8.48% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,211 | $6,420-81.1% | $5,606-78.4% | $4,779-74.7% |
| Participant deferral / active EE | $4,378 | $7,642-42.7% | $6,927-36.8% | $5,609-21.9% |
| Admin fee / account holder | $14,080 | $13,328+5.6% | $10,705+31.5% | $10,827+30.0% |