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 | $303,044 | $81,460+272.0% | $103,333+193.3% | $80,856+274.8% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 26.79% | 25.55%+1.2pp | 24.88%+1.9pp | 35.59%-8.8pp |
| Employer contribution / active EE | $14,706 | $3,105+373.6% | $3,868+280.2% | $2,755+433.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,609 | $6,566+15.9% | $8,355-8.9% | $6,918+10.0% |