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 | $267,023 | $209,411+27.5% | $178,490+49.6% | $158,922+68.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.17% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $746 | $5,706-86.9% | $5,011-85.1% | $4,761-84.3% |
| Participant deferral / active EE | $1,055 | $5,954-82.3% | $5,202-79.7% | $5,982-82.4% |
| Admin fee / account holder | $35,451 | $17,074+107.6% | $13,984+153.5% | $11,246+215.2% |