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 | $275,163 | $165,984+65.8% | $164,813+67.0% | $145,922+88.6% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 14.62% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $597 | $5,273-88.7% | $4,341-86.3% | $4,660-87.2% |
| Participant deferral / active EE | $1,993 | $6,959-71.4% | $6,031-67.0% | $6,688-70.2% |
| Admin fee / account holder | $36,819 | $16,648+121.2% | $12,690+190.1% | $13,397+174.8% |