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 | $1,183,747 | $138,065+757.4% | $123,544+858.2% | $135,375+774.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.86% | 153.68%-156.5pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $19,686 | $5,151+282.1% | $4,628+325.4% | $4,779+311.9% |
| Participant deferral / active EE | $1,050 | $6,799-84.6% | $6,426-83.7% | $5,609-81.3% |
| Admin fee / account holder | $64,518 | $10,916+491.0% | $9,284+594.9% | $10,827+495.9% |