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.
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 | $360,760 | $262,251+37.6% | $250,986+43.7% | $287,075+25.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.8%+44.2pp |
| Annual return | 15.58% | 34.46%-18.9pp | 32.30%-16.7pp | 24.42%-8.8pp |
| Employer contribution / active EE | $30,750 | $35,995-14.6% | $33,955-9.4% | $41,338-25.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $3,986 | $10,641-62.5% | $10,141-60.7% | $22,079-81.9% |