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 | $638,004 | $117,841+441.4% | $102,423+522.9% | $145,922+337.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $300 | $3,615-91.7% | $3,023-90.1% | $4,660-93.6% |
| Participant deferral / active EE | $10,000 | $5,731+74.5% | $5,053+97.9% | $6,688+49.5% |
| Admin fee / account holder | $14,918 | $13,326+11.9% | $9,451+57.9% | $13,397+11.4% |