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 7-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 | $347,701 | $176,056+97.5% | $159,436+118.1% | $167,490+107.6% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 12.63% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,916 | $5,297-44.9% | $4,829-39.6% | $4,837-39.7% |
| Participant deferral / active EE | $1,814 | $7,750-76.6% | $7,352-75.3% | $6,341-71.4% |
| Admin fee / account holder | $17,736 | $12,554+41.3% | $10,799+64.2% | $12,309+44.1% |