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 | $450,655 | $176,056+156.0% | $159,436+182.7% | $167,490+169.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.50% | 331.75%-318.2pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $735 | $5,297-86.1% | $4,829-84.8% | $4,837-84.8% |
| Participant deferral / active EE | $825 | $7,750-89.4% | $7,352-88.8% | $6,341-87.0% |
| Admin fee / account holder | $24,230 | $12,554+93.0% | $10,799+124.4% | $12,309+96.8% |