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 | $398,577 | $293,860+35.6% | $237,244+68.0% | $357,791+11.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 18.77% | 4677.97%-4659.2pp | 4131.29%-4112.5pp | 396.79%-378.0pp |
| Employer contribution / active EE | $4,401 | $5,523-20.3% | $4,351+1.1% | $7,508-41.4% |
| Participant deferral / active EE | $5,233 | $4,397+19.0% | $4,056+29.0% | $5,521-5.2% |
| Admin fee / account holder | $8,502 | $21,223-59.9% | $18,030-52.8% | $28,387-70.0% |