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 | $474,939 | $244,740+94.1% | $206,214+130.3% | $357,791+32.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 14.98% | -3.72%+18.7pp | -1.60%+16.6pp | 396.79%-381.8pp |
| Employer contribution / active EE | $9,194 | $7,019+31.0% | $5,967+54.1% | $7,508+22.5% |
| Participant deferral / active EE | $584 | $4,983-88.3% | $4,649-87.4% | $5,521-89.4% |
| Admin fee / account holder | $4,644 | $15,419-69.9% | $13,671-66.0% | $28,387-83.6% |