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 | $941,140 | $157,256+498.5% | $141,162+566.7% | $152,861+515.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.85% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.5pp |
| Employer contribution / active EE | $521 | $5,261-90.1% | $4,735-89.0% | $4,762-89.1% |
| Participant deferral / active EE | $800 | $7,109-88.7% | $6,709-88.1% | $5,850-86.3% |
| Admin fee / account holder | $13,460 | $12,120+11.1% | $10,261+31.2% | $11,596+16.1% |