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 7-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 | $1,563,486 | $274,636+469.3% | $247,190+532.5% | $254,510+514.3% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.2%+84.8pp | 43.0%+57.0pp |
| Annual return | 9.70% | 7.44%+2.3pp | 7.87%+1.8pp | 259.13%-249.4pp |
| Employer contribution / active EE | $90,000 | $36,953+143.5% | $31,768+183.3% | $41,469+117.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $6,920 | $288,252-97.6% | $240,514-97.1% | $21,546-67.9% |