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 | $1,151,522 | $471,255+144.4% | $493,514+133.3% | $357,791+221.8% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 17.56% | -8.27%+25.8pp | -7.53%+25.1pp | 396.79%-379.2pp |
| Employer contribution / active EE | $10,896 | $7,367+47.9% | $6,745+61.5% | $7,508+45.1% |
| Participant deferral / active EE | $11,252 | $3,572+215.0% | $3,576+214.7% | $5,521+103.8% |
| Admin fee / account holder | $45,933 | $29,116+57.8% | $31,190+47.3% | $28,387+61.8% |