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 | $1,930,398 | $803,298+140.3% | $803,298+140.3% | $417,905+361.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 56.4%+43.6pp | 39.2%+60.8pp |
| Annual return | 11.87% | 10.27%+1.6pp | 10.48%+1.4pp | 13.91%-2.0pp |
| Employer contribution / active EE | $57,000 | $38,044+49.8% | $34,979+63.0% | $35,282+61.6% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $12,597 | $3,829+229.0% | $3,829+229.0% | $41,846-69.9% |