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 | $282,731 | $117,859+139.9% | $102,438+176.0% | $145,959+93.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.58% | 31.72%-22.1pp | 29.37%-19.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $730 | $3,615-79.8% | $3,024-75.9% | $4,661-84.3% |
| Participant deferral / active EE | $5,727 | $5,732-0.1% | $5,054+13.3% | $6,689-14.4% |
| Admin fee / account holder | $1,211 | $13,318-90.9% | $9,448-87.2% | $13,398-91.0% |