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 | $383,646 | $293,860+30.6% | $237,244+61.7% | $357,791+7.2% |
| Participation rate | 70.0% | 84.2%-14.2pp | 80.3%-10.3pp | 85.6%-15.6pp |
| Annual return | 15.58% | 4677.97%-4662.4pp | 4131.29%-4115.7pp | 396.79%-381.2pp |
| Employer contribution / active EE | $1,259 | $5,523-77.2% | $4,351-71.1% | $7,508-83.2% |
| Participant deferral / active EE | $3,980 | $4,397-9.5% | $4,056-1.9% | $5,521-27.9% |
| Admin fee / account holder | $46,030 | $21,223+116.9% | $18,030+155.3% | $28,387+62.1% |