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 | $305,833 | $198,466+54.1% | $170,442+79.4% | $147,584+107.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.59% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,120 | $6,184-81.9% | $5,433-79.4% | $4,876-77.0% |
| Participant deferral / active EE | $6,140 | $5,629+9.1% | $4,939+24.3% | $5,439+12.9% |
| Admin fee / account holder | $31,594 | $16,852+87.5% | $13,880+127.6% | $10,885+190.2% |