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 | $524,430 | $148,534+253.1% | $135,903+285.9% | $139,434+276.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.21% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $300 | $5,243-94.3% | $4,856-93.8% | $4,751-93.7% |
| Participant deferral / active EE | $300 | $8,100-96.3% | $7,758-96.1% | $6,710-95.5% |
| Admin fee / account holder | $365 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |