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 | $344,985 | $157,256+119.4% | $141,162+144.4% | $152,861+125.7% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 20.26% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $24 | $5,261-99.6% | $4,735-99.5% | $4,762-99.5% |
| Participant deferral / active EE | $11,405 | $7,109+60.4% | $6,709+70.0% | $5,850+95.0% |
| Admin fee / account holder | $9,632 | $12,120-20.5% | $10,261-6.1% | $11,596-16.9% |