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 | $456,312 | $185,200+146.4% | $142,863+219.4% | $167,490+172.4% |
| Participation rate | 81.3% | 78.4%+2.8pp | 71.9%+9.3pp | 82.1%-0.9pp |
| Annual return | 14.69% | 8555.70%-8541.0pp | 5637.54%-5622.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $12,190 | $4,494+171.2% | $3,837+217.7% | $6,341+92.2% |
| Admin fee / account holder | $6,231 | $8,031-22.4% | $6,560-5.0% | $12,309-49.4% |