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 | $356,617 | $171,865+107.5% | $149,718+138.2% | $147,584+141.6% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 16.49% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $417 | $6,275-93.4% | $5,445-92.3% | $4,876-91.5% |
| Participant deferral / active EE | $16,854 | $7,271+131.8% | $6,569+156.6% | $5,439+209.9% |
| Admin fee / account holder | $6,593 | $13,799-52.2% | $11,283-41.6% | $10,885-39.4% |