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 | $1,674,656 | $458,700+265.1% | $458,700+265.1% | $338,187+395.2% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 44.0%+56.0pp |
| Annual return | 6.86% | 8.39%-1.5pp | 8.57%-1.7pp | 13.05%-6.2pp |
| Employer contribution / active EE | $120,153 | $36,665+227.7% | $33,010+264.0% | $37,639+219.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $10,026 | $33,172-69.8% | $33,172-69.8% | $30,864-67.5% |