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 | $333,250 | $159,901+108.4% | $146,958+126.8% | $145,922+128.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.95% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $523 | $5,286-90.1% | $4,933-89.4% | $4,660-88.8% |
| Participant deferral / active EE | $8,100 | $8,428-3.9% | $8,070+0.4% | $6,688+21.1% |
| Admin fee / account holder | $16,525 | $15,044+9.8% | $12,998+27.1% | $13,397+23.3% |