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 | $1,230,000 | $82,664+1388.0% | $125,339+881.3% | $68,494+1695.8% |
| Participation rate | 91.2% | 75.0%+16.2pp | 82.4%+8.9pp | 67.9%+23.3pp |
| Annual return | 11.45% | -5.97%+17.4pp | 572.05%-560.6pp | -7.84%+19.3pp |
| Employer contribution / active EE | $165 | $3,381-95.1% | $4,814-96.6% | $2,596-93.6% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $65,651 | $6,275+946.2% | $10,010+555.9% | $5,403+1115.1% |