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 | $646,322 | $217,402+197.3% | $185,823+247.8% | $167,490+285.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.47% | 148.36%-125.9pp | 122.05%-99.6pp | 478.56%-456.1pp |
| Employer contribution / active EE | $17,757 | $5,873+202.3% | $5,167+243.6% | $4,837+267.1% |
| Participant deferral / active EE | $257 | $6,356-96.0% | $5,568-95.4% | $6,341-95.9% |
| Admin fee / account holder | $160,873 | $19,811+712.0% | $16,237+890.8% | $12,309+1206.9% |