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 | $652,165 | $78,926+726.3% | $136,749+376.9% | $84,808+669.0% |
| Participation rate | 92.0% | 62.2%+29.8pp | 72.1%+19.9pp | 68.3%+23.7pp |
| Annual return | 16.30% | 18.17%-1.9pp | 24.33%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,000 | $2,134+181.1% | $3,400+76.5% | $2,631+128.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,610 | $6,369-27.6% | $11,386-59.5% | $7,344-37.2% |