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 | $495,011+103.2% | $442,409+127.4% | $357,791+181.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 17.99% | 92.83%-74.8pp | 90.53%-72.5pp | 396.79%-378.8pp |
| Employer contribution / active EE | $65,771 | $8,270+695.3% | $7,697+754.5% | $7,508+776.1% |
| Participant deferral / active EE | $79,369 | $7,613+942.6% | $7,555+950.5% | $5,521+1337.7% |
| Admin fee / account holder | $32,553 | $60,147-45.9% | $51,603-36.9% | $28,387+14.7% |