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 | $284,927+38.3% | $210,053+87.6% | $382,429+3.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.8%-5.8pp | 87.7%-12.7pp |
| Annual return | 20.04% | 281.55%-261.5pp | 232.76%-212.7pp | 248.85%-228.8pp |
| Employer contribution / active EE | $906 | $6,452-86.0% | $4,521-80.0% | $8,036-88.7% |
| Participant deferral / active EE | $6,054 | $4,567+32.6% | $4,238+42.8% | $5,727+5.7% |
| Admin fee / account holder | $19,174 | $19,753-2.9% | $16,990+12.9% | $30,732-37.6% |