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 | $340,673 | $159,901+113.1% | $146,958+131.8% | $145,922+133.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.23% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $845 | $5,286-84.0% | $4,933-82.9% | $4,660-81.9% |
| Participant deferral / active EE | $9,052 | $8,428+7.4% | $8,070+12.2% | $6,688+35.3% |
| Admin fee / account holder | $9,830 | $15,044-34.7% | $12,998-24.4% | $13,397-26.6% |