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 | $342,560 | $165,335+107.2% | $149,696+128.8% | $158,922+115.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.18% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $137 | $5,103-97.3% | $4,644-97.0% | $4,761-97.1% |
| Participant deferral / active EE | $15,952 | $7,181+122.1% | $6,842+133.2% | $5,982+166.7% |
| Admin fee / account holder | $134,976 | $10,807+1149.0% | $9,309+1350.0% | $11,246+1100.2% |