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 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 | $1,064,963 | $444,907+139.4% | $304,612+249.6% | $382,429+178.5% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 15.04% | 345.83%-330.8pp | 329.91%-314.9pp | 248.85%-233.8pp |
| Employer contribution / active EE | $17,937 | $10,568+69.7% | $7,476+139.9% | $8,036+123.2% |
| Participant deferral / active EE | $17,731 | $7,127+148.8% | $5,388+229.1% | $5,727+209.6% |
| Admin fee / account holder | $4,875 | $16,329-70.1% | $12,962-62.4% | $30,732-84.1% |