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 | $452,802 | $98,240+360.9% | $82,313+450.1% | $147,584+206.8% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 18.44% | 30.85%-12.4pp | 25.88%-7.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $20,843 | $3,192+553.0% | $2,428+758.3% | $4,876+327.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,666 | $8,563-57.2% | $5,608-34.6% | $10,885-66.3% |