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 9-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 | $2,676,582 | $247,971+979.4% | $209,012+1180.6% | $357,791+648.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.5%+22.5pp | 85.6%+14.4pp |
| Annual return | 15.90% | -1.22%+17.1pp | 0.31%+15.6pp | 396.79%-380.9pp |
| Employer contribution / active EE | $46,770 | $6,238+649.7% | $5,342+775.5% | $7,508+523.0% |
| Participant deferral / active EE | $27,081 | $5,526+390.1% | $4,752+469.9% | $5,521+390.5% |
| Admin fee / account holder | $9,078 | $40,320-77.5% | $31,136-70.8% | $28,387-68.0% |