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 | $499,745 | $203,436+145.7% | $152,466+227.8% | $167,490+198.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 22.36% | 13.80%+8.6pp | 757.33%-735.0pp | 478.56%-456.2pp |
| Employer contribution / active EE | $5,000 | $5,220-4.2% | $4,327+15.6% | $4,837+3.4% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $13,645 | $22,506-39.4% | $15,805-13.7% | $12,309+10.9% |