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 4-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 | $614,390 | $262,251+134.3% | $250,986+144.8% | $287,075+114.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.8%+44.2pp |
| Annual return | 12.62% | 34.46%-21.8pp | 32.30%-19.7pp | 24.42%-11.8pp |
| Employer contribution / active EE | $236,195 | $35,995+556.2% | $33,955+595.6% | $41,338+471.4% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $3,343 | $10,641-68.6% | $10,141-67.0% | $22,079-84.9% |