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 | $306,822 | $190,805+60.8% | $159,960+91.8% | $134,475+128.2% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -20.41% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $14,618 | $6,923+111.1% | $6,182+136.4% | $6,400+128.4% |
| Admin fee / account holder | $7,618 | $10,471-27.2% | $8,698-12.4% | $11,426-33.3% |