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 | $370,258 | $138,044+168.2% | $125,339+195.4% | $134,475+175.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.31% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $945 | $5,243-82.0% | $4,814-80.4% | $4,740-80.1% |
| Participant deferral / active EE | $15,705 | $7,799+101.4% | $7,446+110.9% | $6,400+145.4% |
| Admin fee / account holder | $243,132 | $11,571+2001.2% | $10,010+2329.0% | $11,426+2027.9% |