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 | $279,379 | $209,832+33.1% | $189,513+47.4% | $167,490+66.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.45% | 748.27%-725.8pp | 555.15%-532.7pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,049 | $6,914-84.8% | $6,162-83.0% | $4,837-78.3% |
| Participant deferral / active EE | $5,333 | $8,935-40.3% | $8,221-35.1% | $6,341-15.9% |
| Admin fee / account holder | $2,607 | $14,293-81.8% | $12,045-78.4% | $12,309-78.8% |