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 4-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 | $1,666,338 | $377,755+341.1% | $377,755+341.1% | $478,521+248.2% |
| Participation rate | 100.0% | 91.5%+8.5pp | 88.0%+12.0pp | 89.3%+10.7pp |
| Annual return | -7.01% | -22.74%+15.7pp | 308.27%-315.3pp | 101.52%-108.5pp |
| Employer contribution / active EE | $190,000 | $19,764+861.4% | $19,764+861.4% | $22,406+748.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $18,079 | $8,486+113.0% | $8,486+113.0% | $12,578+43.7% |