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 | $685,903 | $670,669+2.3% | $646,305+6.1% | $532,464+28.8% |
| Participation rate | 100.0% | 94.1%+5.9pp | 91.9%+8.1pp | 89.6%+10.4pp |
| Annual return | 14.36% | 8.89%+5.5pp | 8.68%+5.7pp | 10.38%+4.0pp |
| Employer contribution / active EE | $16,546 | $23,417-29.3% | $22,738-27.2% | $19,351-14.5% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $2,368 | $18,821-87.4% | $18,028-86.9% | $14,894-84.1% |