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 7-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 | $383,295 | $201,272+90.4% | $184,203+108.1% | $145,922+162.7% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 24.30% | 29.00%-4.7pp | 28.81%-4.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $25 | $7,022-99.6% | $6,427-99.6% | $4,660-99.5% |
| Participant deferral / active EE | $7,245 | $9,806-26.1% | $9,131-20.7% | $6,688+8.3% |
| Admin fee / account holder | $87,223 | $16,364+433.0% | $13,901+527.5% | $13,397+551.1% |