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 | $298,845 | $209,832+42.4% | $189,513+57.7% | $167,490+78.4% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 14.43% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,459 | $8,935-27.7% | $8,221-21.4% | $6,341+1.9% |
| Admin fee / account holder | $62,373 | $14,293+336.4% | $12,045+417.8% | $12,309+406.7% |