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 | $325,142 | $161,352+101.5% | $134,172+142.3% | $137,256+136.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 15.68% | 28.72%-13.0pp | 25.30%-9.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,942 | $4,099-3.8% | $3,420+15.3% | $4,156-5.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,871 | $15,028-74.2% | $12,016-67.8% | $12,270-68.4% |