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 | $1,654,621 | $138,065+1098.4% | $123,544+1239.3% | $135,375+1122.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.52% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $878 | $5,151-83.0% | $4,628-81.0% | $4,779-81.6% |
| Participant deferral / active EE | $8,260 | $6,799+21.5% | $6,426+28.6% | $5,609+47.3% |
| Admin fee / account holder | $17,290 | $10,916+58.4% | $9,284+86.2% | $10,827+59.7% |