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 | $281,742 | $105,181+167.9% | $159,436+76.7% | $85,850+228.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.28% | 45.07%-23.8pp | 263.57%-242.3pp | 318.53%-297.3pp |
| Employer contribution / active EE | $346 | $3,318-89.6% | $4,829-92.8% | $2,565-86.5% |
| Participant deferral / active EE | $9,469 | $5,945+59.3% | $7,352+28.8% | $3,952+139.6% |
| Admin fee / account holder | $20,740 | $6,933+199.1% | $10,799+92.1% | $6,260+231.3% |