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 | $692,947 | $216,874+219.5% | $174,595+296.9% | $382,429+81.2% |
| Participation rate | 90.9% | 86.9%+4.0pp | 85.1%+5.8pp | 87.7%+3.2pp |
| Annual return | 17.61% | 7969.70%-7952.1pp | 6861.22%-6843.6pp | 248.85%-231.2pp |
| Employer contribution / active EE | $11,818 | $4,110+187.6% | $3,630+225.6% | $8,036+47.1% |
| Participant deferral / active EE | $15,209 | $4,809+216.2% | $4,379+247.3% | $5,727+165.6% |
| Admin fee / account holder | $70,465 | $12,030+485.8% | $10,352+580.7% | $30,732+129.3% |