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 4-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 | $2,885,117 | $86,929+3218.9% | $102,423+2716.9% | $80,856+3468.2% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 126.65% | 18.88%+107.8pp | 29.32%+97.3pp | 35.59%+91.1pp |
| Employer contribution / active EE | $596 | $2,369-74.8% | $3,023-80.3% | $2,755-78.4% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $861 | $8,049-89.3% | $9,451-90.9% | $6,918-87.5% |