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 | $297,431 | $138,044+115.5% | $125,339+137.3% | $134,475+121.2% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -14.37% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $16,601 | $7,799+112.9% | $7,446+122.9% | $6,400+159.4% |
| Admin fee / account holder | $28,403 | $11,571+145.5% | $10,010+183.8% | $11,426+148.6% |