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 | $303,461 | $83,902+261.7% | $167,512+81.2% | $84,808+257.8% |
| Participation rate | 85.2% | 66.5%+18.7pp | 77.1%+8.1pp | 68.3%+16.9pp |
| Annual return | 15.72% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,504 | $4,442+46.4% | $6,405+1.6% | $4,212+54.4% |
| Admin fee / account holder | $14,163 | $7,915+78.9% | $9,769+45.0% | $7,344+92.9% |