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.
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 | $600,541 | $297,529+101.8% | $246,525+143.6% | $357,791+67.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 23.20% | -2.25%+25.4pp | 0.46%+22.7pp | 396.79%-373.6pp |
| Employer contribution / active EE | $3,373 | $8,709-61.3% | $7,467-54.8% | $7,508-55.1% |
| Participant deferral / active EE | $13,492 | $6,076+122.1% | $5,422+148.8% | $5,521+144.4% |
| Admin fee / account holder | $494 | $16,212-97.0% | $16,551-97.0% | $28,387-98.3% |