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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $922,388 | $210,698+337.8% | $178,014+418.2% | $145,959+532.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.06% | 386.27%-379.2pp | 294.80%-287.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $104 | $4,567-97.7% | $3,950-97.4% | $4,661-97.8% |
| Participant deferral / active EE | $1,173 | $6,958-83.1% | $6,276-81.3% | $6,689-82.5% |
| Admin fee / account holder | $120,500 | $12,016+902.8% | $10,362+1063.0% | $13,398+799.4% |