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 | $871,481 | $127,777+582.0% | $106,548+717.9% | $167,490+420.3% |
| Participation rate | 86.7% | 78.3%+8.4pp | 76.1%+10.5pp | 82.1%+4.6pp |
| Annual return | 26.36% | 33.87%-7.5pp | 26.80%-0.4pp | 478.56%-452.2pp |
| Employer contribution / active EE | $233 | $3,427-93.2% | $2,819-91.7% | $4,837-95.2% |
| Participant deferral / active EE | $1,304 | $5,087-74.4% | $4,398-70.4% | $6,341-79.4% |
| Admin fee / account holder | $36,573 | $11,228+225.7% | $7,407+393.7% | $12,309+197.1% |