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 | $258,538 | $203,436+27.1% | $152,466+69.6% | $167,490+54.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.95% | 13.80%+4.2pp | 757.33%-739.4pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,060 | $5,220-79.7% | $4,327-75.5% | $4,837-78.1% |
| Participant deferral / active EE | $2,593 | $6,716-61.4% | $5,820-55.4% | $6,341-59.1% |
| Admin fee / account holder | $38,131 | $22,506+69.4% | $15,805+141.3% | $12,309+209.8% |