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 | $796,343 | $209,411+280.3% | $178,490+346.2% | $158,922+401.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.06% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $136 | $5,706-97.6% | $5,011-97.3% | $4,761-97.1% |
| Participant deferral / active EE | $14,188 | $5,954+138.3% | $5,202+172.8% | $5,982+137.2% |
| Admin fee / account holder | $34,654 | $17,074+103.0% | $13,984+147.8% | $11,246+208.2% |