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 | $560,050 | $167,307+234.7% | $143,757+289.6% | $134,475+316.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.93% | 0.46%+4.5pp | -0.04%+5.0pp | 417.96%-413.0pp |
| Employer contribution / active EE | $1,267 | $5,619-77.4% | $4,951-74.4% | $4,740-73.3% |
| Participant deferral / active EE | $2,071 | $6,446-67.9% | $5,637-63.3% | $6,400-67.6% |
| Admin fee / account holder | $231,328 | $18,088+1178.9% | $14,673+1476.6% | $11,426+1924.6% |