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 | $399,889 | $45,073+787.2% | $69,455+475.7% | $72,985+447.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 8.58% | 22.65%-14.1pp | 28.97%-20.4pp | 81.00%-72.4pp |
| Employer contribution / active EE | $17,383 | $2,054+746.3% | $2,779+525.5% | $2,440+612.5% |
| Participant deferral / active EE | $384 | $2,602-85.2% | $3,535-89.1% | $3,607-89.4% |
| Admin fee / account holder | $36,274 | $3,056+1087.1% | $3,839+844.8% | $5,124+607.9% |