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.
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 | $266,034 | $201,272+32.2% | $184,203+44.4% | $145,922+82.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.84% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $661 | $7,022-90.6% | $6,427-89.7% | $4,660-85.8% |
| Participant deferral / active EE | $5,482 | $9,806-44.1% | $9,131-40.0% | $6,688-18.0% |
| Admin fee / account holder | $447 | $16,364-97.3% | $13,901-96.8% | $13,397-96.7% |