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 | $251,279 | $148,534+69.2% | $135,903+84.9% | $139,434+80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.15% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $248 | $5,243-95.3% | $4,856-94.9% | $4,751-94.8% |
| Participant deferral / active EE | $11,167 | $8,100+37.9% | $7,758+43.9% | $6,710+66.4% |
| Admin fee / account holder | $10,162 | $12,400-18.0% | $10,762-5.6% | $11,403-10.9% |