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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,339 | $201,272+108.8% | $184,203+128.2% | $145,922+188.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.37% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,017 | $7,022-85.5% | $6,427-84.2% | $4,660-78.2% |
| Participant deferral / active EE | $1,800 | $9,806-81.6% | $9,131-80.3% | $6,688-73.1% |
| Admin fee / account holder | $13,097 | $16,364-20.0% | $13,901-5.8% | $13,397-2.2% |