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 | $277,074 | $101,724+172.4% | $164,813+68.1% | $80,856+242.7% |
| Participation rate | 73.7% | 71.8%+1.9pp | 78.6%-4.9pp | 67.6%+6.0pp |
| Annual return | 18.86% | 16.72%+2.1pp | 69.93%-51.1pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,040 | $4,477-9.8% | $6,031-33.0% | $4,296-6.0% |
| Admin fee / account holder | $1,004 | $8,227-87.8% | $12,690-92.1% | $6,918-85.5% |