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 | $393,982 | $270,399+45.7% | $209,409+88.1% | $357,791+10.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 80.4%-5.4pp | 85.6%-10.6pp |
| Annual return | 20.04% | 194.89%-174.8pp | 159.49%-139.4pp | 396.79%-376.8pp |
| Employer contribution / active EE | $906 | $6,982-87.0% | $5,035-82.0% | $7,508-87.9% |
| Participant deferral / active EE | $6,054 | $4,606+31.4% | $4,230+43.1% | $5,521+9.7% |
| Admin fee / account holder | $19,174 | $18,969+1.1% | $16,474+16.4% | $28,387-32.5% |