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 | $290,802 | $152,587+90.6% | $125,175+132.3% | $152,861+90.2% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 16.84% | 54.84%-38.0pp | 43.79%-26.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $800 | $4,946-83.8% | $3,865-79.3% | $4,762-83.2% |
| Participant deferral / active EE | $1,655 | $5,868-71.8% | $4,937-66.5% | $5,850-71.7% |
| Admin fee / account holder | $25,631 | $13,434+90.8% | $9,702+164.2% | $11,596+121.0% |