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 | $508,873 | $426,113+19.4% | $289,028+76.1% | $357,791+42.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 13.84% | 260.96%-247.1pp | 243.94%-230.1pp | 396.79%-382.9pp |
| Employer contribution / active EE | $4,260 | $8,831-51.8% | $6,326-32.7% | $7,508-43.3% |
| Participant deferral / active EE | $7,419 | $6,238+18.9% | $4,804+54.4% | $5,521+34.4% |
| Admin fee / account holder | $16,689 | $18,206-8.3% | $14,050+18.8% | $28,387-41.2% |