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 | $291,251 | $106,890+172.5% | $84,015+246.7% | $152,861+90.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 18.65% | 104.99%-86.3pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $305 | $2,734-88.8% | $1,983-84.6% | $4,762-93.6% |
| Participant deferral / active EE | $7,611 | $4,011+89.7% | $3,239+135.0% | $5,850+30.1% |
| Admin fee / account holder | $3,354 | $8,285-59.5% | $6,101-45.0% | $11,596-71.1% |