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 | $666,111 | $284,927+133.8% | $210,053+217.1% | $382,429+74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 14.88% | 281.55%-266.7pp | 232.76%-217.9pp | 248.85%-234.0pp |
| Employer contribution / active EE | $0 | $6,452-100.0% | $4,521-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $4,763 | $4,567+4.3% | $4,238+12.4% | $5,727-16.8% |
| Admin fee / account holder | $29,763 | $19,753+50.7% | $16,990+75.2% | $30,732-3.2% |