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 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 | $1,005,895 | $538,095+86.9% | $477,111+110.8% | $382,429+163.0% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 17.99% | 104.06%-86.1pp | 101.90%-83.9pp | 248.85%-230.9pp |
| Employer contribution / active EE | $65,771 | $9,361+602.6% | $8,708+655.3% | $8,036+718.5% |
| Participant deferral / active EE | $79,369 | $7,856+910.4% | $7,539+952.8% | $5,727+1285.8% |
| Admin fee / account holder | $32,553 | $48,739-33.2% | $42,132-22.7% | $30,732+5.9% |