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 | $276,667 | $171,865+61.0% | $149,718+84.8% | $147,584+87.5% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 12.54% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,000 | $6,275-84.1% | $5,445-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $6,755 | $7,271-7.1% | $6,569+2.8% | $5,439+24.2% |
| Admin fee / account holder | $2,192 | $13,799-84.1% | $11,283-80.6% | $10,885-79.9% |