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 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 | $360,084 | $252,625+42.5% | $220,144+63.6% | $382,429-5.8% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 18.35% | -1.59%+19.9pp | -0.63%+19.0pp | 248.85%-230.5pp |
| Employer contribution / active EE | $22,521 | $7,607+196.1% | $6,623+240.0% | $8,036+180.3% |
| Participant deferral / active EE | $477 | $4,939-90.3% | $4,718-89.9% | $5,727-91.7% |
| Admin fee / account holder | $30,513 | $17,846+71.0% | $15,617+95.4% | $30,732-0.7% |