Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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.
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 | $265,082 | $88,710+198.8% | $81,783+224.1% | $145,959+81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.67% | 1027.26%-1009.6pp | 775.05%-757.4pp | 561.95%-544.3pp |
| Employer contribution / active EE | $4 | $3,083-99.9% | $2,913-99.9% | $4,661-99.9% |
| Participant deferral / active EE | $92 | $4,645-98.0% | $4,320-97.9% | $6,689-98.6% |
| Admin fee / account holder | $1,339 | $8,407-84.1% | $7,380-81.9% | $13,398-90.0% |