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.
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 | $291,280 | $110,257+164.2% | $96,544+201.7% | $139,434+108.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 32.42% | 26.32%+6.1pp | 25.84%+6.6pp | 372.94%-340.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,937 | $5,548+7.0% | $4,851+22.4% | $6,710-11.5% |
| Admin fee / account holder | $9,517 | $11,591-17.9% | $8,252+15.3% | $11,403-16.5% |