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 | $1,140,997 | $124,281+818.1% | $109,143+945.4% | $167,490+581.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.50% | 26.04%-14.5pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $28,565 | $4,207+578.9% | $3,722+667.5% | $4,837+490.5% |
| Participant deferral / active EE | $100 | $5,255-98.1% | $4,653-97.9% | $6,341-98.4% |
| Admin fee / account holder | $103,332 | $7,970+1196.5% | $6,752+1430.3% | $12,309+739.5% |