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 | $269,369 | $179,726+49.9% | $156,263+72.4% | $142,382+89.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 12.27% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $631 | $5,069-87.6% | $4,333-85.4% | $4,299-85.3% |
| Participant deferral / active EE | $168 | $6,956-97.6% | $6,158-97.3% | $6,507-97.4% |
| Admin fee / account holder | $7,769 | $17,272-55.0% | $14,255-45.5% | $12,624-38.5% |