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 | $284,927+116.3% | $210,053+193.4% | $382,429+61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 17.95% | 281.55%-263.6pp | 232.76%-214.8pp | 248.85%-230.9pp |
| Employer contribution / active EE | $2,270 | $6,452-64.8% | $4,521-49.8% | $8,036-71.8% |
| Participant deferral / active EE | $5,964 | $4,567+30.6% | $4,238+40.7% | $5,727+4.1% |
| Admin fee / account holder | $9,611 | $19,753-51.3% | $16,990-43.4% | $30,732-68.7% |