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 | $312,479 | $48,265+547.4% | $68,791+354.2% | $68,494+356.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -9.03% | -12.71%+3.7pp | -6.38%-2.6pp | -7.84%-1.2pp |
| Employer contribution / active EE | $14,763 | $1,829+707.3% | $2,655+456.0% | $2,596+468.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $29,061 | $4,355+567.2% | $4,932+489.2% | $5,403+437.9% |