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 | $847,128 | $160,055+429.3% | $140,016+505.0% | $135,375+525.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 51.63% | 911.38%-859.7pp | 651.12%-599.5pp | 519.73%-468.1pp |
| Employer contribution / active EE | $1,233 | $6,420-80.8% | $5,606-78.0% | $4,779-74.2% |
| Participant deferral / active EE | $3,463 | $7,642-54.7% | $6,927-50.0% | $5,609-38.3% |
| Admin fee / account holder | $35,967 | $13,328+169.9% | $10,705+236.0% | $10,827+232.2% |