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 | $517,509 | $244,740+111.5% | $206,214+151.0% | $357,791+44.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 15.53% | -3.72%+19.3pp | -1.60%+17.1pp | 396.79%-381.3pp |
| Employer contribution / active EE | $12,547 | $7,019+78.8% | $5,967+110.3% | $7,508+67.1% |
| Participant deferral / active EE | $6,546 | $4,983+31.4% | $4,649+40.8% | $5,521+18.6% |
| Admin fee / account holder | $3,193 | $15,419-79.3% | $13,671-76.6% | $28,387-88.8% |