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 | $258,443 | $85,006+204.0% | $76,190+239.2% | $145,922+77.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 33.25% | 13.11%+20.1pp | 13.78%+19.5pp | 561.29%-528.0pp |
| Employer contribution / active EE | $3,284 | $5,265-37.6% | $4,578-28.3% | $4,660-29.5% |
| Participant deferral / active EE | $690 | $6,392-89.2% | $5,474-87.4% | $6,688-89.7% |
| Admin fee / account holder | $14,087 | $5,760+144.6% | $5,123+175.0% | $13,397+5.1% |