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 | $279,379 | $102,604+172.3% | $86,188+224.2% | $139,434+100.4% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 11.85% | 1922.51%-1910.7pp | 1168.45%-1156.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $63 | $3,032-97.9% | $2,380-97.4% | $4,751-98.7% |
| Participant deferral / active EE | $12,850 | $4,676+174.8% | $3,985+222.4% | $6,710+91.5% |
| Admin fee / account holder | $76,414 | $8,657+782.7% | $6,852+1015.3% | $11,403+570.1% |