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 | $848,829 | $738,296+15.0% | $731,371+16.1% | $478,521+77.4% |
| Participation rate | 100.0% | 88.1%+11.9pp | 88.3%+11.7pp | 89.3%+10.7pp |
| Annual return | -5.43% | 476.14%-481.6pp | 451.29%-456.7pp | 101.52%-107.0pp |
| Employer contribution / active EE | $4,026 | $27,265-85.2% | $26,883-85.0% | $22,406-82.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $14,678 | $17,157-14.4% | $17,684-17.0% | $12,578+16.7% |