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 | $564,252 | $100,901+459.2% | $75,670+645.7% | $147,584+282.3% |
| Participation rate | 76.2% | 77.1%-0.9pp | 72.3%+3.8pp | 82.8%-6.6pp |
| Annual return | 10.49% | 35.78%-25.3pp | 27.34%-16.9pp | 578.55%-568.1pp |
| Employer contribution / active EE | $14,286 | $3,253+339.1% | $2,352+507.4% | $4,876+193.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,413 | $11,285-25.5% | $5,800+45.1% | $10,885-22.7% |