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 | $359,001 | $185,822+93.2% | $169,993+111.2% | $139,434+157.5% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 24.51% | 60.50%-36.0pp | 53.37%-28.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,969 | $11,622-65.8% | $10,408-61.9% | $6,710-40.9% |
| Admin fee / account holder | $430 | $15,381-97.2% | $12,815-96.6% | $11,403-96.2% |