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.
Employer 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 | $413,592 | $369,484+11.9% | $303,047+36.5% | $357,791+15.6% |
| Participation rate | 82.4% | 90.0%-7.6pp | 87.1%-4.7pp | 85.6%-3.2pp |
| Annual return | 25.92% | 0.42%+25.5pp | 2.47%+23.4pp | 396.79%-370.9pp |
| Employer contribution / active EE | $4,412 | $9,025-51.1% | $7,418-40.5% | $7,508-41.2% |
| Participant deferral / active EE | $1,351 | $5,439-75.2% | $5,070-73.3% | $5,521-75.5% |
| Admin fee / account holder | $9,876 | $49,137-79.9% | $39,333-74.9% | $28,387-65.2% |