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.
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 | $253,656 | $198,466+27.8% | $170,442+48.8% | $147,584+71.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.93% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $467 | $6,184-92.4% | $5,433-91.4% | $4,876-90.4% |
| Participant deferral / active EE | $571 | $5,629-89.9% | $4,939-88.4% | $5,439-89.5% |
| Admin fee / account holder | $1,305 | $16,852-92.3% | $13,880-90.6% | $10,885-88.0% |