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 | $404,830 | $185,689+118.0% | $146,762+175.8% | $357,791+13.1% |
| Participation rate | 88.9% | 86.7%+2.2pp | 81.7%+7.2pp | 85.6%+3.3pp |
| Annual return | 23.40% | -6.87%+30.3pp | -2.96%+26.4pp | 396.79%-373.4pp |
| Employer contribution / active EE | $8,263 | $4,663+77.2% | $3,453+139.3% | $7,508+10.1% |
| Participant deferral / active EE | $3,000 | $3,759-20.2% | $3,550-15.5% | $5,521-45.7% |
| Admin fee / account holder | $15,044 | $15,700-4.2% | $14,221+5.8% | $28,387-47.0% |