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 | $336,440 | $82,032+310.1% | $123,104+173.3% | $59,632+464.2% |
| Participation rate | 98.8% | 83.2%+15.6pp | 86.8%+12.0pp | 68.7%+30.1pp |
| Annual return | 20.99% | 5.12%+15.9pp | 13.22%+7.8pp | 2041.28%-2020.3pp |
| Employer contribution / active EE | $6,519 | $3,297+97.7% | $5,151+26.5% | $2,203+195.9% |
| Participant deferral / active EE | $1,305 | $4,667-72.0% | $6,230-79.1% | $3,192-59.1% |
| Admin fee / account holder | $52,578 | $5,881+794.1% | $9,015+483.3% | $4,297+1123.6% |