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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,916 | $293,860+11.6% | $237,244+38.2% | $357,791-8.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 8.14% | 4677.97%-4669.8pp | 4131.29%-4123.1pp | 396.79%-388.7pp |
| Employer contribution / active EE | $5,214 | $5,523-5.6% | $4,351+19.8% | $7,508-30.6% |
| Participant deferral / active EE | $1,800 | $4,397-59.1% | $4,056-55.6% | $5,521-67.4% |
| Admin fee / account holder | $19,516 | $21,223-8.0% | $18,030+8.2% | $28,387-31.3% |