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.
Participant 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 | $344,184 | $102,317+236.4% | $146,958+134.2% | $80,856+325.7% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 13.52% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $18,539 | $3,713+399.3% | $4,933+275.8% | $2,755+573.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,649 | $7,941-79.2% | $12,998-87.3% | $6,918-76.2% |