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 | $431,480 | $87,013+395.9% | $106,213+306.2% | $80,856+433.6% |
| Participation rate | 79.5% | 70.4%+9.1pp | 75.3%+4.3pp | 67.6%+11.9pp |
| Annual return | 21.21% | 17.05%+4.2pp | 116.14%-94.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $4,091 | $2,395+70.8% | $3,171+29.0% | $2,755+48.5% |
| Participant deferral / active EE | $1,516 | $3,986-62.0% | $5,016-69.8% | $4,296-64.7% |
| Admin fee / account holder | $116,684 | $8,431+1283.9% | $11,033+957.6% | $6,918+1586.7% |