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 | $564,760 | $167,484+237.2% | $151,611+272.5% | $134,475+320.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.14% | 7.80%-1.7pp | 3.33%+2.8pp | 417.96%-411.8pp |
| Employer contribution / active EE | $1,060 | $6,829-84.5% | $6,166-82.8% | $4,740-77.6% |
| Participant deferral / active EE | $708 | $8,986-92.1% | $8,363-91.5% | $6,400-88.9% |
| Admin fee / account holder | $199,673 | $13,783+1348.7% | $11,616+1619.0% | $11,426+1647.5% |