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 | $264,733 | $123,793+113.9% | $177,821+48.9% | $79,858+231.5% |
| Participation rate | 85.4% | 84.7%+0.8pp | 87.7%-2.3pp | 69.6%+15.8pp |
| Annual return | 14.43% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,205 | $5,956+88.1% | $7,714+45.3% | $3,740+199.6% |
| Admin fee / account holder | $35,627 | $7,243+391.9% | $12,427+186.7% | $5,306+571.4% |