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 | $290,877 | $198,466+46.6% | $170,442+70.7% | $147,584+97.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $66 | $6,184-98.9% | $5,433-98.8% | $4,876-98.6% |
| Participant deferral / active EE | $5,195 | $5,629-7.7% | $4,939+5.2% | $5,439-4.5% |
| Admin fee / account holder | $4,991 | $16,852-70.4% | $13,880-64.0% | $10,885-54.2% |