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 | $317,570 | $293,860+8.1% | $237,244+33.9% | $357,791-11.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 9.51% | 4677.97%-4668.5pp | 4131.29%-4121.8pp | 396.79%-387.3pp |
| Employer contribution / active EE | $3,322 | $5,523-39.9% | $4,351-23.7% | $7,508-55.8% |
| Participant deferral / active EE | $7,282 | $4,397+65.6% | $4,056+79.6% | $5,521+31.9% |
| Admin fee / account holder | $73,388 | $21,223+245.8% | $18,030+307.0% | $28,387+158.5% |