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 | $740,700 | $495,011+49.6% | $442,409+67.4% | $357,791+107.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 32.65% | 92.83%-60.2pp | 90.53%-57.9pp | 396.79%-364.1pp |
| Employer contribution / active EE | $17,837 | $8,270+115.7% | $7,697+131.7% | $7,508+137.6% |
| Participant deferral / active EE | $43,053 | $7,613+465.5% | $7,555+469.8% | $5,521+679.8% |
| Admin fee / account holder | $2,291 | $60,147-96.2% | $51,603-95.6% | $28,387-91.9% |