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 | $282,173 | $115,770+143.7% | $101,248+178.7% | $158,922+77.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 10.41% | 56.14%-45.7pp | 46.47%-36.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $5,463 | $4,175+30.9% | $3,660+49.3% | $4,761+14.7% |
| Participant deferral / active EE | $830 | $4,957-83.2% | $4,370-81.0% | $5,982-86.1% |
| Admin fee / account holder | $13,864 | $7,245+91.4% | $5,945+133.2% | $11,246+23.3% |