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 | $361,742 | $167,307+116.2% | $143,757+151.6% | $134,475+169.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 60.30% | 0.46%+59.8pp | -0.04%+60.3pp | 417.96%-357.7pp |
| Employer contribution / active EE | $18,808 | $5,619+234.7% | $4,951+279.9% | $4,740+296.8% |
| Participant deferral / active EE | $1,719 | $6,446-73.3% | $5,637-69.5% | $6,400-73.1% |
| Admin fee / account holder | $12,724 | $18,088-29.7% | $14,673-13.3% | $11,426+11.4% |