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 | $327,151 | $148,978+119.6% | $200,582+63.1% | $84,808+285.8% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 20.24% | 28.16%-7.9pp | 42.33%-22.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $20,061 | $7,142+180.9% | $9,331+115.0% | $4,212+376.3% |
| Admin fee / account holder | $8,737 | $13,977-37.5% | $16,305-46.4% | $7,344+19.0% |