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.
Employer 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $484,985 | $116,175+317.5% | $93,606+418.1% | $152,861+217.3% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.4%-0.1pp |
| Annual return | 32.79% | 35.96%-3.2pp | 32.76%0pp | 345.32%-312.5pp |
| Employer contribution / active EE | $204 | $3,218-93.7% | $2,718-92.5% | $4,762-95.7% |
| Participant deferral / active EE | $1,161 | $4,603-74.8% | $4,069-71.5% | $5,850-80.2% |
| Admin fee / account holder | $73,757 | $10,748+586.3% | $7,888+835.0% | $11,596+536.0% |