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 | $298,028 | $183,963+62.0% | $162,163+83.8% | $152,861+95.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.90% | 150.76%-137.9pp | 115.59%-102.7pp | 345.32%-332.4pp |
| Employer contribution / active EE | $933 | $6,371-85.4% | $5,614-83.4% | $4,762-80.4% |
| Participant deferral / active EE | $6,125 | $8,034-23.8% | $7,298-16.1% | $5,850+4.7% |
| Admin fee / account holder | $1,119 | $13,121-91.5% | $10,843-89.7% | $11,596-90.3% |