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 | $631,234 | $369,484+70.8% | $303,047+108.3% | $357,791+76.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 14.23% | 0.42%+13.8pp | 2.47%+11.8pp | 396.79%-382.6pp |
| Employer contribution / active EE | $38,297 | $9,025+324.3% | $7,418+416.3% | $7,508+410.1% |
| Participant deferral / active EE | $5,400 | $5,439-0.7% | $5,070+6.5% | $5,521-2.2% |
| Admin fee / account holder | $5,255 | $49,137-89.3% | $39,333-86.6% | $28,387-81.5% |