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.
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 | $745,991 | $957,623-22.1% | $927,953-19.6% | $581,964+28.2% |
| Participation rate | 100.0% | 94.4%+5.6pp | 93.5%+6.5pp | 87.9%+12.1pp |
| Annual return | 7.73% | 6.72%+1.0pp | 5.36%+2.4pp | 19.66%-11.9pp |
| Employer contribution / active EE | $8,875 | $24,652-64.0% | $24,118-63.2% | $21,011-57.8% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $4,634-100.0% | $8,361-100.0% |
| Admin fee / account holder | $2,401 | $57,396-95.8% | $55,107-95.6% | $49,887-95.2% |