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 | $533,394 | $203,436+162.2% | $152,466+249.8% | $167,490+218.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.14% | 13.80%+2.3pp | 757.33%-741.2pp | 478.56%-462.4pp |
| Employer contribution / active EE | $656 | $5,220-87.4% | $4,327-84.8% | $4,837-86.4% |
| Participant deferral / active EE | $13,812 | $6,716+105.7% | $5,820+137.3% | $6,341+117.8% |
| Admin fee / account holder | $36,038 | $22,506+60.1% | $15,805+128.0% | $12,309+192.8% |