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.
See 1 actuary disclosure. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,718 | $209,212+54.3% | $18,392,177-98.2% | $237,064+36.1% |
| Participation rate | 100.0% | 56.6%+43.4pp | 37.5%+62.5pp | 45.6%+54.4pp |
| Annual return | 8.62% | 1.57%+7.1pp | 3.99%+4.6pp | 4.16%+4.5pp |
| Employer contribution / active EE | $6,500 | $47,181-86.2% | $38,279-83.0% | $42,916-84.9% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $2,424 | $8,510-71.5% | $140,034-98.3% | $21,465-88.7% |