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 | $446,485 | $171,865+159.8% | $149,718+198.2% | $147,584+202.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.30% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $193 | $6,275-96.9% | $5,445-96.5% | $4,876-96.0% |
| Participant deferral / active EE | $588 | $7,271-91.9% | $6,569-91.0% | $5,439-89.2% |
| Admin fee / account holder | $681 | $13,799-95.1% | $11,283-94.0% | $10,885-93.7% |