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 | $282,718 | $297,529-5.0% | $246,525+14.7% | $357,791-21.0% |
| Participation rate | 95.5% | 86.5%+8.9pp | 82.0%+13.5pp | 85.6%+9.9pp |
| Annual return | 6.90% | -2.25%+9.1pp | 0.46%+6.4pp | 396.79%-389.9pp |
| Employer contribution / active EE | $9,091 | $8,709+4.4% | $7,467+21.8% | $7,508+21.1% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $862 | $16,212-94.7% | $16,551-94.8% | $28,387-97.0% |