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 | $464,636 | $293,860+58.1% | $237,244+95.8% | $357,791+29.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 17.71% | 4677.97%-4660.3pp | 4131.29%-4113.6pp | 396.79%-379.1pp |
| Employer contribution / active EE | $3,331 | $5,523-39.7% | $4,351-23.4% | $7,508-55.6% |
| Participant deferral / active EE | $8,454 | $4,397+92.3% | $4,056+108.4% | $5,521+53.1% |
| Admin fee / account holder | $4,644 | $21,223-78.1% | $18,030-74.2% | $28,387-83.6% |