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 | $265,542 | $155,788+70.5% | $124,672+113.0% | $167,490+58.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.38% | 17.97%+4.4pp | 5142.93%-5120.6pp | 478.56%-456.2pp |
| Employer contribution / active EE | $13,889 | $4,163+233.6% | $3,324+317.9% | $4,837+187.1% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,828 | $9,531-80.8% | $7,493-75.6% | $12,309-85.2% |