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.
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 | $266,130 | $175,202+51.9% | $149,673+77.8% | $139,434+90.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.57% | 166.71%-130.1pp | 134.42%-97.8pp | 372.94%-336.4pp |
| Employer contribution / active EE | $1,036 | $5,474-81.1% | $4,818-78.5% | $4,751-78.2% |
| Participant deferral / active EE | $9,504 | $6,519+45.8% | $5,680+67.3% | $6,710+41.6% |
| Admin fee / account holder | $20,251 | $16,150+25.4% | $13,210+53.3% | $11,403+77.6% |