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 | $275,635 | $201,272+36.9% | $184,203+49.6% | $145,922+88.9% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 19.76% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,117 | $7,022-84.1% | $6,427-82.6% | $4,660-76.0% |
| Participant deferral / active EE | $3,462 | $9,806-64.7% | $9,131-62.1% | $6,688-48.2% |
| Admin fee / account holder | $16,031 | $16,364-2.0% | $13,901+15.3% | $13,397+19.7% |