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 | $1,344,896 | $495,011+171.7% | $442,409+204.0% | $357,791+275.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 22.04% | 92.83%-70.8pp | 90.53%-68.5pp | 396.79%-374.7pp |
| Employer contribution / active EE | $9,000 | $8,270+8.8% | $7,697+16.9% | $7,508+19.9% |
| Participant deferral / active EE | $17,580 | $7,613+130.9% | $7,555+132.7% | $5,521+218.4% |
| Admin fee / account holder | $33,805 | $60,147-43.8% | $51,603-34.5% | $28,387+19.1% |