Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,995 | $538,095-33.7% | $477,111-25.2% | $382,429-6.7% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 12.45% | 104.06%-91.6pp | 101.90%-89.4pp | 248.85%-236.4pp |
| Employer contribution / active EE | $6,940 | $9,361-25.9% | $8,708-20.3% | $8,036-13.6% |
| Participant deferral / active EE | $18,757 | $7,856+138.8% | $7,539+148.8% | $5,727+227.5% |
| Admin fee / account holder | $108,331 | $48,739+122.3% | $42,132+157.1% | $30,732+252.5% |