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 | $375,617 | $78,926+375.9% | $136,749+174.7% | $84,808+342.9% |
| Participation rate | 88.0% | 62.2%+25.8pp | 72.1%+15.9pp | 68.3%+19.7pp |
| Annual return | 25.75% | 18.17%+7.6pp | 24.33%+1.4pp | 40.90%-15.1pp |
| Employer contribution / active EE | $18,716 | $2,134+777.0% | $3,400+450.5% | $2,631+611.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,813 | $6,369-71.5% | $11,386-84.1% | $7,344-75.3% |