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 4-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 | $281,800 | $95,266+195.8% | $82,389+242.0% | $142,382+97.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 17.37% | 25.74%-8.4pp | 28.67%-11.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $367 | $2,991-87.7% | $2,517-85.4% | $4,299-91.5% |
| Participant deferral / active EE | $658 | $4,809-86.3% | $4,155-84.2% | $6,507-89.9% |
| Admin fee / account holder | $18,180 | $8,563+112.3% | $7,231+151.4% | $12,624+44.0% |