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 | $554,539 | $197,591+180.7% | $177,821+211.9% | $158,922+248.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.95% | 58.76%-45.8pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,739 | $6,697-44.2% | $5,918-36.8% | $4,761-21.5% |
| Participant deferral / active EE | $3,045 | $8,405-63.8% | $7,714-60.5% | $5,982-49.1% |
| Admin fee / account holder | $4,568 | $15,399-70.3% | $12,427-63.2% | $11,246-59.4% |