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 | $1,148,637 | $471,255+143.7% | $493,514+132.7% | $357,791+221.0% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 14.10% | -8.27%+22.4pp | -7.53%+21.6pp | 396.79%-382.7pp |
| Employer contribution / active EE | $5,289 | $7,367-28.2% | $6,745-21.6% | $7,508-29.6% |
| Participant deferral / active EE | $5,289 | $3,572+48.1% | $3,576+47.9% | $5,521-4.2% |
| Admin fee / account holder | $5,000 | $29,116-82.8% | $31,190-84.0% | $28,387-82.4% |