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 | $697,117 | $127,386+447.2% | $115,037+506.0% | $125,391+456.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.25% | 31.28%-28.0pp | 26.14%-22.9pp | 282.22%-279.0pp |
| Employer contribution / active EE | $560 | $5,166-89.2% | $4,608-87.8% | $4,866-88.5% |
| Participant deferral / active EE | $5,367 | $6,423-16.4% | $6,026-10.9% | $5,352+0.3% |
| Admin fee / account holder | $53,498 | $9,516+462.2% | $8,175+554.4% | $9,540+460.7% |