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 | $4,449,478 | $471,255+844.2% | $493,514+801.6% | $357,791+1143.6% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 14.97% | -8.27%+23.2pp | -7.53%+22.5pp | 396.79%-381.8pp |
| Employer contribution / active EE | $1,026 | $7,367-86.1% | $6,745-84.8% | $7,508-86.3% |
| Participant deferral / active EE | $1,026 | $3,572-71.3% | $3,576-71.3% | $5,521-81.4% |
| Admin fee / account holder | $537,100 | $29,116+1744.7% | $31,190+1622.1% | $28,387+1792.0% |