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 | $477,135 | $150,440+217.2% | $136,294+250.1% | $147,584+223.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.34% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $15,677 | $5,256+198.3% | $4,695+233.9% | $4,876+221.5% |
| Participant deferral / active EE | $2,067 | $6,630-68.8% | $6,247-66.9% | $5,439-62.0% |
| Admin fee / account holder | $1,399 | $10,905-87.2% | $9,243-84.9% | $10,885-87.1% |