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 | $330,912 | $91,552+261.4% | $133,956+147.0% | $79,858+314.4% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.4pp | 69.6%+11.6pp |
| Annual return | 14.11% | 61.85%-47.7pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $511 | $2,384-78.6% | $3,919-87.0% | $2,471-79.3% |
| Participant deferral / active EE | $5,279 | $3,733+41.4% | $5,048+4.6% | $3,740+41.1% |
| Admin fee / account holder | $9,809 | $6,321+55.2% | $8,927+9.9% | $5,306+84.9% |