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.
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.
Participant 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 | $457,825 | $263,436+73.8% | $305,030+50.1% | $254,510+79.9% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 3.00% | 288.76%-285.8pp | 380.66%-377.7pp | 259.13%-256.1pp |
| Employer contribution / active EE | $255,758 | $47,316+440.5% | $45,083+467.3% | $41,469+516.7% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $431 | $13,313-96.8% | $12,800-96.6% | $21,546-98.0% |