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 | $1,411,435 | $270,399+422.0% | $209,409+574.0% | $357,791+294.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 13.26% | 194.89%-181.6pp | 159.49%-146.2pp | 396.79%-383.5pp |
| Employer contribution / active EE | $5,714 | $6,982-18.2% | $5,035+13.5% | $7,508-23.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $12,200 | $18,969-35.7% | $16,474-25.9% | $28,387-57.0% |