Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,443 | $284,927+17.7% | $210,053+59.7% | $382,429-12.3% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.8%+13.0pp | 87.7%+6.0pp |
| Annual return | 14.33% | 281.55%-267.2pp | 232.76%-218.4pp | 248.85%-234.5pp |
| Employer contribution / active EE | $21,233 | $6,452+229.1% | $4,521+369.6% | $8,036+164.2% |
| Participant deferral / active EE | $11,058 | $4,567+142.1% | $4,238+160.9% | $5,727+93.1% |
| Admin fee / account holder | $27,786 | $19,753+40.7% | $16,990+63.6% | $30,732-9.6% |