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 5-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 | $449,900 | $138,347+225.2% | $184,203+144.2% | $80,856+456.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 19.15% | 20.02%-0.9pp | 28.81%-9.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $691 | $4,850-85.8% | $6,427-89.2% | $2,755-74.9% |
| Participant deferral / active EE | $6,911 | $7,071-2.3% | $9,131-24.3% | $4,296+60.9% |
| Admin fee / account holder | $2,066 | $10,483-80.3% | $13,901-85.1% | $6,918-70.1% |