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 | $472,458 | $180,449+161.8% | $154,107+206.6% | $135,375+249.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.99% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,759 | $6,035-70.9% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $1,849 | $5,806-68.1% | $5,081-63.6% | $5,609-67.0% |
| Admin fee / account holder | $1,162 | $16,143-92.8% | $13,411-91.3% | $10,827-89.3% |