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 | $250,387 | $52,903+373.3% | $73,307+241.6% | $59,632+319.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.09% | 12.20%-12.3pp | 5.67%-5.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $12,147 | $1,909+536.4% | $3,237+275.2% | $2,203+451.5% |
| Participant deferral / active EE | $1,656 | $4,069-59.3% | $4,991-66.8% | $3,192-48.1% |
| Admin fee / account holder | $18,741 | $3,834+388.8% | $5,637+232.5% | $4,297+336.2% |