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 | $337,170 | $83,902+301.9% | $167,512+101.3% | $84,808+297.6% |
| Participation rate | 73.1% | 66.5%+6.6pp | 77.1%-4.0pp | 68.3%+4.8pp |
| Annual return | 14.69% | 91.55%-76.9pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,815 | $4,442+120.9% | $6,405+53.3% | $4,212+133.1% |
| Admin fee / account holder | $3,780 | $7,915-52.2% | $9,769-61.3% | $7,344-48.5% |