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 6-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 | $548,184 | $217,402+152.2% | $185,823+195.0% | $167,490+227.3% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 15.51% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $966 | $5,873-83.6% | $5,167-81.3% | $4,837-80.0% |
| Participant deferral / active EE | $12,118 | $6,356+90.6% | $5,568+117.6% | $6,341+91.1% |
| Admin fee / account holder | $26,836 | $19,811+35.5% | $16,237+65.3% | $12,309+118.0% |