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 | $388,785 | $270,399+43.8% | $209,409+85.7% | $357,791+8.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 17.84% | 194.89%-177.1pp | 159.49%-141.6pp | 396.79%-379.0pp |
| Employer contribution / active EE | $2,806 | $6,982-59.8% | $5,035-44.3% | $7,508-62.6% |
| Participant deferral / active EE | $13,926 | $4,606+202.4% | $4,230+229.2% | $5,521+152.2% |
| Admin fee / account holder | $4,922 | $18,969-74.1% | $16,474-70.1% | $28,387-82.7% |