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 | $260,415 | $93,373+178.9% | $152,466+70.8% | $85,850+203.3% |
| Participation rate | 79.1% | 70.1%+9.0pp | 78.2%+0.9pp | 69.3%+9.8pp |
| Annual return | 17.47% | 21.84%-4.4pp | 757.33%-739.9pp | 318.53%-301.1pp |
| Employer contribution / active EE | $466 | $2,996-84.5% | $4,327-89.2% | $2,565-81.9% |
| Participant deferral / active EE | $5,616 | $4,550+23.4% | $5,820-3.5% | $3,952+42.1% |
| Admin fee / account holder | $5,530 | $13,853-60.1% | $15,805-65.0% | $6,260-11.7% |