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 | $387,492 | $185,822+108.5% | $169,993+127.9% | $139,434+177.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.10% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $940 | $7,590-87.6% | $6,785-86.1% | $4,751-80.2% |
| Participant deferral / active EE | $940 | $11,622-91.9% | $10,408-91.0% | $6,710-86.0% |
| Admin fee / account holder | $33,150 | $15,381+115.5% | $12,815+158.7% | $11,403+190.7% |