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 | $993,524 | $340,597+191.7% | $328,890+202.1% | $418,949+137.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 41.1%+58.9pp | 35.7%+64.3pp |
| Annual return | 17.73% | 8.34%+9.4pp | 8.43%+9.3pp | 15.19%+2.5pp |
| Employer contribution / active EE | $0 | $30,496-100.0% | $29,249-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $6,928 | $11,069-37.4% | $10,081-31.3% | $50,584-86.3% |