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 6-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.
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.
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 | $284,529 | $185,887+53.1% | $179,823+58.2% | $338,187-15.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 44.0%+56.0pp |
| Annual return | 6.86% | 173.40%-166.5pp | 148.21%-141.3pp | 13.05%-6.2pp |
| Employer contribution / active EE | $42,750 | $30,752+39.0% | $26,792+59.6% | $37,639+13.6% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $3,198 | $1,660+92.6% | $1,660+92.6% | $30,864-89.6% |