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 8-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 | $521,213 | $216,874+140.3% | $174,595+198.5% | $382,429+36.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 22.10% | 7969.70%-7947.6pp | 6861.22%-6839.1pp | 248.85%-226.8pp |
| Employer contribution / active EE | $10,000 | $4,110+143.3% | $3,630+175.5% | $8,036+24.4% |
| Participant deferral / active EE | $550 | $4,809-88.6% | $4,379-87.4% | $5,727-90.4% |
| Admin fee / account holder | $2,044 | $12,030-83.0% | $10,352-80.3% | $30,732-93.3% |