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 | $2,809,621 | $209,832+1239.0% | $189,513+1382.6% | $167,490+1577.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 23.33% | 748.27%-724.9pp | 555.15%-531.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $2,993 | $6,914-56.7% | $6,162-51.4% | $4,837-38.1% |
| Participant deferral / active EE | $2,270 | $8,935-74.6% | $8,221-72.4% | $6,341-64.2% |
| Admin fee / account holder | $44,106 | $14,293+208.6% | $12,045+266.2% | $12,309+258.3% |