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 | $1,484,416 | $176,662+740.3% | $130,648+1036.2% | $152,861+871.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 26.02% | 2692.24%-2666.2pp | 1708.96%-1682.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,812 | $4,361-58.4% | $3,603-49.7% | $5,850-69.0% |
| Admin fee / account holder | $3,612 | $7,133-49.4% | $5,464-33.9% | $11,596-68.9% |