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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,309,887 | $202,318+547.4% | $172,739+658.3% | $152,861+756.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.78% | 1029.65%-1017.9pp | 802.84%-791.1pp | 345.32%-333.5pp |
| Employer contribution / active EE | $209 | $5,856-96.4% | $5,143-95.9% | $4,762-95.6% |
| Participant deferral / active EE | $600 | $5,948-89.9% | $5,198-88.5% | $5,850-89.7% |
| Admin fee / account holder | $15,352 | $17,109-10.3% | $13,954+10.0% | $11,596+32.4% |