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 | $368,343 | $159,901+130.4% | $146,958+150.6% | $145,922+152.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.28% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $390 | $5,286-92.6% | $4,933-92.1% | $4,660-91.6% |
| Participant deferral / active EE | $16,550 | $8,428+96.4% | $8,070+105.1% | $6,688+147.5% |
| Admin fee / account holder | $15,000 | $15,044-0.3% | $12,998+15.4% | $13,397+12.0% |