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 | $555,181 | $100,041+455.0% | $149,718+270.8% | $70,131+691.6% |
| Participation rate | 73.0% | 83.6%-10.6pp | 87.1%-14.1pp | 69.5%+3.4pp |
| Annual return | 22.37% | 27.43%-5.1pp | 1501.63%-1479.3pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,616 | $4,983+153.2% | $6,569+92.1% | $3,332+278.7% |
| Admin fee / account holder | $10,039 | $8,286+21.1% | $11,283-11.0% | $4,645+116.1% |