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 | $1,103,939 | $114,381+865.1% | $107,525+926.7% | $142,382+675.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.66% | 242.71%-222.0pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $218 | $4,015-94.6% | $3,754-94.2% | $4,299-94.9% |
| Participant deferral / active EE | $73 | $5,564-98.7% | $5,116-98.6% | $6,507-98.9% |
| Admin fee / account holder | $161,328 | $9,860+1536.2% | $8,919+1708.9% | $12,624+1178.0% |