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 | $322,782 | $209,411+54.1% | $178,490+80.8% | $158,922+103.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 10.26% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $251 | $5,706-95.6% | $5,011-95.0% | $4,761-94.7% |
| Participant deferral / active EE | $11,696 | $5,954+96.4% | $5,202+124.8% | $5,982+95.5% |
| Admin fee / account holder | $67,330 | $17,074+294.3% | $13,984+381.5% | $11,246+498.7% |