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 9-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.
See 1 actuary disclosure. $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.
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 | $864,113 | $258,845+233.8% | $846,462+2.1% | $222,458+288.4% |
| Participation rate | 100.0% | 51.0%+49.0pp | 23.1%+76.9pp | 48.7%+51.3pp |
| Annual return | -0.20% | -1.13%+0.9pp | -0.81%+0.6pp | -2.16%+2.0pp |
| Employer contribution / active EE | $210,287 | $49,652+323.5% | $38,425+447.3% | $42,957+389.5% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $1,035 | $15,092-93.1% | $15,697-93.4% | $12,572-91.8% |