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 | $264,946 | $297,529-11.0% | $246,525+7.5% | $357,791-25.9% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 11.43% | -2.25%+13.7pp | 0.46%+11.0pp | 396.79%-385.4pp |
| Employer contribution / active EE | $7,630 | $8,709-12.4% | $7,467+2.2% | $7,508+1.6% |
| Participant deferral / active EE | $3,995 | $6,076-34.3% | $5,422-26.3% | $5,521-27.6% |
| Admin fee / account holder | $592 | $16,212-96.4% | $16,551-96.4% | $28,387-97.9% |