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 | $279,230 | $183,519+52.2% | $155,509+79.6% | $145,922+91.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.23% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $681 | $5,313-87.2% | $4,672-85.4% | $4,660-85.4% |
| Participant deferral / active EE | $6,787 | $6,462+5.0% | $5,626+20.6% | $6,688+1.5% |
| Admin fee / account holder | $41,206 | $19,313+113.4% | $15,912+159.0% | $13,397+207.6% |