Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $656,654 | $484,881+35.4% | $525,660+24.9% | $382,429+71.7% |
| Participation rate | 100.0% | 89.9%+10.1pp | 88.1%+11.9pp | 87.7%+12.3pp |
| Annual return | 25.21% | -7.82%+33.0pp | -7.17%+32.4pp | 248.85%-223.6pp |
| Employer contribution / active EE | $15,719 | $7,199+118.3% | $6,528+140.8% | $8,036+95.6% |
| Participant deferral / active EE | $9,247 | $3,872+138.8% | $3,867+139.2% | $5,727+61.5% |
| Admin fee / account holder | $7,242 | $33,092-78.1% | $34,307-78.9% | $30,732-76.4% |