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 8-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 | $264,226 | $138,044+91.4% | $125,339+110.8% | $134,475+96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.81% | 750.33%-748.5pp | 572.05%-570.2pp | 417.96%-416.2pp |
| Employer contribution / active EE | $1,086 | $5,243-79.3% | $4,814-77.4% | $4,740-77.1% |
| Participant deferral / active EE | $1,628 | $7,799-79.1% | $7,446-78.1% | $6,400-74.6% |
| Admin fee / account holder | $51,856 | $11,571+348.1% | $10,010+418.1% | $11,426+353.8% |