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 | $245,885+112.0% | $198,754+162.2% | $357,791+45.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 22.10% | 5953.41%-5931.3pp | 4947.04%-4924.9pp | 396.79%-374.7pp |
| Employer contribution / active EE | $10,000 | $4,089+144.6% | $4,008+149.5% | $7,508+33.2% |
| Participant deferral / active EE | $550 | $4,533-87.9% | $4,138-86.7% | $5,521-90.0% |
| Admin fee / account holder | $2,044 | $12,849-84.1% | $12,082-83.1% | $28,387-92.8% |