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 | $277,562 | $103,376+168.5% | $87,100+218.7% | $152,861+81.6% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 23.54% | 28.10%-4.6pp | 28.19%-4.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $8,653 | $3,220+168.7% | $2,521+243.2% | $4,762+81.7% |
| Participant deferral / active EE | $1,296 | $4,778-72.9% | $4,049-68.0% | $5,850-77.9% |
| Admin fee / account holder | $6,067 | $12,205-50.3% | $7,497-19.1% | $11,596-47.7% |