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 | $305,332 | $102,317+198.4% | $146,958+107.8% | $80,856+277.6% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | 28.89% | 134.76%-105.9pp | 418.34%-389.4pp | 35.59%-6.7pp |
| Employer contribution / active EE | $580 | $3,713-84.4% | $4,933-88.2% | $2,755-78.9% |
| Participant deferral / active EE | $6,415 | $6,644-3.4% | $8,070-20.5% | $4,296+49.3% |
| Admin fee / account holder | $1,635 | $7,941-79.4% | $12,998-87.4% | $6,918-76.4% |