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 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 | $610,319 | $697,698-12.5% | $621,730-1.8% | $357,791+70.6% |
| Participation rate | 87.5% | 90.7%-3.2pp | 90.8%-3.3pp | 85.6%+1.9pp |
| Annual return | 14.40% | 10.63%+3.8pp | 10.76%+3.6pp | 396.79%-382.4pp |
| Employer contribution / active EE | $8,750 | $10,590-17.4% | $9,871-11.4% | $7,508+16.5% |
| Participant deferral / active EE | $12,599 | $7,203+74.9% | $6,979+80.5% | $5,521+128.2% |
| Admin fee / account holder | $78,155 | $75,391+3.7% | $66,065+18.3% | $28,387+175.3% |