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 | $893,545 | $247,971+260.3% | $209,012+327.5% | $357,791+149.7% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.5%+17.5pp | 85.6%+9.4pp |
| Annual return | 16.95% | -1.22%+18.2pp | 0.31%+16.6pp | 396.79%-379.8pp |
| Employer contribution / active EE | $40,053 | $6,238+542.0% | $5,342+649.8% | $7,508+433.5% |
| Participant deferral / active EE | $0 | $5,526-100.0% | $4,752-100.0% | $5,521-100.0% |
| Admin fee / account holder | $72,258 | $40,320+79.2% | $31,136+132.1% | $28,387+154.5% |