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 | $451,434 | $244,740+84.5% | $206,214+118.9% | $357,791+26.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 19.02% | -3.72%+22.7pp | -1.60%+20.6pp | 396.79%-377.8pp |
| Employer contribution / active EE | $16,252 | $7,019+131.5% | $5,967+172.3% | $7,508+116.5% |
| Participant deferral / active EE | $22,821 | $4,983+357.9% | $4,649+390.9% | $5,521+313.4% |
| Admin fee / account holder | $58,349 | $15,419+278.4% | $13,671+326.8% | $28,387+105.5% |