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 | $646,319 | $117,983+447.8% | $101,794+534.9% | $142,382+353.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.51% | 36.92%-11.4pp | 30.53%-5.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $26 | $2,773-99.1% | $2,289-98.9% | $4,299-99.4% |
| Participant deferral / active EE | $1,560 | $4,714-66.9% | $4,084-61.8% | $6,507-76.0% |
| Admin fee / account holder | $7,400 | $10,433-29.1% | $8,777-15.7% | $12,624-41.4% |