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 | $646,942 | $495,011+30.7% | $442,409+46.2% | $357,791+80.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 30.65% | 92.83%-62.2pp | 90.53%-59.9pp | 396.79%-366.1pp |
| Employer contribution / active EE | $18,987 | $8,270+129.6% | $7,697+146.7% | $7,508+152.9% |
| Participant deferral / active EE | $6,463 | $7,613-15.1% | $7,555-14.5% | $5,521+17.1% |
| Admin fee / account holder | $140,361 | $60,147+133.4% | $51,603+172.0% | $28,387+394.4% |