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 | $379,494 | $152,587+148.7% | $125,175+203.2% | $152,861+148.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.13% | 54.84%-35.7pp | 43.79%-24.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $14,074 | $4,946+184.5% | $3,865+264.1% | $4,762+195.5% |
| Participant deferral / active EE | $355 | $5,868-94.0% | $4,937-92.8% | $5,850-93.9% |
| Admin fee / account holder | $11,613 | $13,434-13.6% | $9,702+19.7% | $11,596+0.1% |