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 1 actuary disclosure. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,185,082 | $505,629+134.4% | $505,629+134.4% | $417,905+183.6% |
| Participation rate | 100.0% | 42.2%+57.8pp | 39.0%+61.0pp | 39.2%+60.8pp |
| Annual return | 16.12% | 8.36%+7.8pp | 8.40%+7.7pp | 13.91%+2.2pp |
| Employer contribution / active EE | $175,000 | $40,567+331.4% | $39,312+345.2% | $35,282+396.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $2,565 | $38,466-93.3% | $38,466-93.3% | $41,846-93.9% |