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 8-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 | $382,312 | $201,272+89.9% | $184,203+107.5% | $145,922+162.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.76% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,413 | $7,022-79.9% | $6,427-78.0% | $4,660-69.7% |
| Participant deferral / active EE | $20,010 | $9,806+104.1% | $9,131+119.1% | $6,688+199.2% |
| Admin fee / account holder | $35,695 | $16,364+118.1% | $13,901+156.8% | $13,397+166.4% |