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 | $276,292 | $198,466+39.2% | $170,442+62.1% | $147,584+87.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.15% | 257.29%-248.1pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,181 | $6,184-80.9% | $5,433-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $2,288 | $5,629-59.4% | $4,939-53.7% | $5,439-57.9% |
| Admin fee / account holder | $10,165 | $16,852-39.7% | $13,880-26.8% | $10,885-6.6% |