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.
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 | $738,925 | $98,463+650.5% | $119,258+519.6% | $85,850+760.7% |
| Participation rate | 80.6% | 77.6%+3.0pp | 82.7%-2.1pp | 69.3%+11.3pp |
| Annual return | 22.93% | 38.53%-15.6pp | 30.69%-7.8pp | 318.53%-295.6pp |
| Employer contribution / active EE | $29,811 | $3,698+706.2% | $4,384+580.0% | $2,565+1062.2% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $71,682 | $7,493+856.6% | $7,226+892.0% | $6,260+1045.1% |