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 9-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 | $411,016 | $154,117+166.7% | $129,995+216.2% | $139,434+194.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 32.48%-20.0pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $792 | $5,289-85.0% | $4,320-81.7% | $4,751-83.3% |
| Participant deferral / active EE | $3,750 | $6,710-44.1% | $5,820-35.6% | $6,710-44.1% |
| Admin fee / account holder | $41,197 | $14,007+194.1% | $10,614+288.1% | $11,403+261.3% |