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 8-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 | $264,512 | $127,264+107.8% | $109,895+140.7% | $167,490+57.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.24% | 22.97%-13.7pp | 29.45%-20.2pp | 478.56%-469.3pp |
| Employer contribution / active EE | $121 | $3,322-96.4% | $2,842-95.7% | $4,837-97.5% |
| Participant deferral / active EE | $666 | $4,514-85.2% | $4,048-83.5% | $6,341-89.5% |
| Admin fee / account holder | $15,171 | $7,114+113.2% | $6,066+150.1% | $12,309+23.2% |