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 | $2,675,014 | $369,484+624.0% | $303,047+782.7% | $357,791+647.6% |
| Participation rate | 80.0% | 90.0%-10.0pp | 87.1%-7.1pp | 85.6%-5.6pp |
| Annual return | 9.26% | 0.42%+8.8pp | 2.47%+6.8pp | 396.79%-387.5pp |
| Employer contribution / active EE | $19,991 | $9,025+121.5% | $7,418+169.5% | $7,508+166.3% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $103,062 | $49,137+109.7% | $39,333+162.0% | $28,387+263.1% |