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 | $619,474 | $444,907+39.2% | $304,612+103.4% | $382,429+62.0% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 13.13% | 345.83%-332.7pp | 329.91%-316.8pp | 248.85%-235.7pp |
| Employer contribution / active EE | $8,792 | $10,568-16.8% | $7,476+17.6% | $8,036+9.4% |
| Participant deferral / active EE | $5,699 | $7,127-20.0% | $5,388+5.8% | $5,727-0.5% |
| Admin fee / account holder | $29,050 | $16,329+77.9% | $12,962+124.1% | $30,732-5.5% |