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.
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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,037 | $201,272+42.1% | $184,203+55.3% | $145,922+96.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.04% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $381 | $7,022-94.6% | $6,427-94.1% | $4,660-91.8% |
| Participant deferral / active EE | $9,833 | $9,806+0.3% | $9,131+7.7% | $6,688+47.0% |
| Admin fee / account holder | $528 | $16,364-96.8% | $13,901-96.2% | $13,397-96.1% |