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 | $616,192 | $270,399+127.9% | $209,409+194.3% | $357,791+72.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 17.95% | 194.89%-176.9pp | 159.49%-141.5pp | 396.79%-378.8pp |
| Employer contribution / active EE | $2,270 | $6,982-67.5% | $5,035-54.9% | $7,508-69.8% |
| Participant deferral / active EE | $5,964 | $4,606+29.5% | $4,230+41.0% | $5,521+8.0% |
| Admin fee / account holder | $9,611 | $18,969-49.3% | $16,474-41.7% | $28,387-66.1% |