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 | $321,925 | $202,318+59.1% | $172,739+86.4% | $152,861+110.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.43% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $562 | $5,856-90.4% | $5,143-89.1% | $4,762-88.2% |
| Participant deferral / active EE | $671 | $5,948-88.7% | $5,198-87.1% | $5,850-88.5% |
| Admin fee / account holder | $85,758 | $17,109+401.3% | $13,954+514.6% | $11,596+639.5% |