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 | $532,243 | $169,032+214.9% | $129,207+311.9% | $145,922+264.7% |
| Participation rate | 86.7% | 76.4%+10.2pp | 69.6%+17.1pp | 80.3%+6.4pp |
| Annual return | 13.69% | 14330.11%-14316.4pp | 9417.33%-9403.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,847 | $4,987+177.6% | $4,168+232.2% | $6,688+107.0% |
| Admin fee / account holder | $4,491 | $9,954-54.9% | $7,715-41.8% | $13,397-66.5% |