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.
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 | $353,170 | $183,519+92.4% | $155,509+127.1% | $145,922+142.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 26.67% | 61.17%-34.5pp | 64.67%-38.0pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,025 | $5,313-80.7% | $4,672-78.1% | $4,660-78.0% |
| Participant deferral / active EE | $168 | $6,462-97.4% | $5,626-97.0% | $6,688-97.5% |
| Admin fee / account holder | $16,726 | $19,313-13.4% | $15,912+5.1% | $13,397+24.8% |