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 | $734,484 | $153,772+377.6% | $133,980+448.2% | $273,961+168.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.51% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $18,160 | $6,029+201.2% | $5,211+248.5% | $4,869+273.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30,294 | $11,765+157.5% | $9,324+224.9% | $10,132+199.0% |