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 | $357,269 | $176,056+102.9% | $159,436+124.1% | $167,490+113.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.75% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $929 | $5,297-82.5% | $4,829-80.8% | $4,837-80.8% |
| Participant deferral / active EE | $7,190 | $7,750-7.2% | $7,352-2.2% | $6,341+13.4% |
| Admin fee / account holder | $6,473 | $12,554-48.4% | $10,799-40.1% | $12,309-47.4% |