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 | $333,374 | $201,272+65.6% | $184,203+81.0% | $145,922+128.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 24.71% | 29.00%-4.3pp | 28.81%-4.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $636 | $7,022-90.9% | $6,427-90.1% | $4,660-86.4% |
| Participant deferral / active EE | $9,125 | $9,806-6.9% | $9,131-0.1% | $6,688+36.4% |
| Admin fee / account holder | $7,032 | $16,364-57.0% | $13,901-49.4% | $13,397-47.5% |