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 | $586,543 | $369,484+58.7% | $303,047+93.5% | $357,791+63.9% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 3.18% | 0.42%+2.8pp | 2.47%+0.7pp | 396.79%-393.6pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $36,000 | $5,439+561.9% | $5,070+610.1% | $5,521+552.1% |
| Admin fee / account holder | $232,952 | $49,137+374.1% | $39,333+492.3% | $28,387+720.6% |