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 | $659,232 | $180,028+266.2% | $138,135+377.2% | $158,922+314.8% |
| Participation rate | 86.4% | 82.2%+4.1pp | 78.7%+7.7pp | 82.0%+4.4pp |
| Annual return | 12.28% | 21.68%-9.4pp | 20.51%-8.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,017 | $7,717-73.9% | $6,431-68.6% | $5,982-66.3% |
| Admin fee / account holder | $30,298 | $17,912+69.1% | $11,856+155.5% | $11,246+169.4% |