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 8-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 | $261,903 | $159,901+63.8% | $146,958+78.2% | $145,922+79.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.22% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $932 | $5,286-82.4% | $4,933-81.1% | $4,660-80.0% |
| Participant deferral / active EE | $7,524 | $8,428-10.7% | $8,070-6.8% | $6,688+12.5% |
| Admin fee / account holder | $40,218 | $15,044+167.3% | $12,998+209.4% | $13,397+200.2% |