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 | $270,825 | $100,773+168.7% | $88,946+204.5% | $142,382+90.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.45% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $13,333 | $2,918+357.0% | $2,555+421.9% | $4,299+210.1% |
| Participant deferral / active EE | $670 | $5,230-87.2% | $4,581-85.4% | $6,507-89.7% |
| Admin fee / account holder | $2,777 | $9,693-71.3% | $8,261-66.4% | $12,624-78.0% |