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 | $283,882 | $185,822+52.8% | $169,993+67.0% | $139,434+103.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.82% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $886 | $7,590-88.3% | $6,785-86.9% | $4,751-81.4% |
| Participant deferral / active EE | $10,979 | $11,622-5.5% | $10,408+5.5% | $6,710+63.6% |
| Admin fee / account holder | $492 | $15,381-96.8% | $12,815-96.2% | $11,403-95.7% |