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 | $354,092 | $209,832+68.8% | $189,513+86.8% | $167,490+111.4% |
| Participation rate | 95.8% | 88.7%+7.2pp | 87.8%+8.0pp | 82.1%+13.7pp |
| Annual return | 14.03% | 748.27%-734.2pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,498 | $6,914-78.3% | $6,162-75.7% | $4,837-69.0% |
| Participant deferral / active EE | $5,940 | $8,935-33.5% | $8,221-27.8% | $6,341-6.3% |
| Admin fee / account holder | $5,008 | $14,293-65.0% | $12,045-58.4% | $12,309-59.3% |