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 | $327,424 | $78,422+317.5% | $95,952+241.2% | $79,858+310.0% |
| Participation rate | 70.6% | 73.5%-2.9pp | 77.1%-6.5pp | 69.6%+1.0pp |
| Annual return | 10.51% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,045 | $1,945+56.5% | $2,541+19.8% | $2,471+23.2% |
| Participant deferral / active EE | $174 | $3,440-94.9% | $4,167-95.8% | $3,740-95.3% |
| Admin fee / account holder | $49,487 | $5,622+780.2% | $6,795+628.2% | $5,306+832.6% |