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.
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 | $335,174 | $369,484-9.3% | $303,047+10.6% | $357,791-6.3% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 16.32% | 0.42%+15.9pp | 2.47%+13.8pp | 396.79%-380.5pp |
| Employer contribution / active EE | $952 | $9,025-89.5% | $7,418-87.2% | $7,508-87.3% |
| Participant deferral / active EE | $5,333 | $5,439-2.0% | $5,070+5.2% | $5,521-3.4% |
| Admin fee / account holder | $9,773 | $49,137-80.1% | $39,333-75.2% | $28,387-65.6% |