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 | $1,059,230 | $215,361+391.8% | $171,082+519.1% | $273,961+286.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 6.59% | 25.14%-18.5pp | 32.56%-26.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,530 | $4,967-69.2% | $4,002-61.8% | $4,869-68.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,316 | $10,846-78.6% | $8,520-72.8% | $10,132-77.1% |