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 | $735,465 | $201,272+265.4% | $184,203+299.3% | $145,922+404.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.42% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $836 | $7,022-88.1% | $6,427-87.0% | $4,660-82.1% |
| Participant deferral / active EE | $1,045 | $9,806-89.3% | $9,131-88.6% | $6,688-84.4% |
| Admin fee / account holder | $30,928 | $16,364+89.0% | $13,901+122.5% | $13,397+130.9% |