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 5-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 | $305,147 | $114,381+166.8% | $107,525+183.8% | $142,382+114.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 1041.14% | 242.71%+798.4pp | 181.32%+859.8pp | 217.08%+824.1pp |
| Employer contribution / active EE | $5 | $4,015-99.9% | $3,754-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $8,905 | $5,564+60.0% | $5,116+74.1% | $6,507+36.8% |
| Admin fee / account holder | $6,798 | $9,860-31.1% | $8,919-23.8% | $12,624-46.1% |