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.
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 | $282,589 | $112,881+150.3% | $90,951+210.7% | $158,922+77.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.53% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,074 | $2,893-62.9% | $2,122-49.4% | $4,761-77.4% |
| Participant deferral / active EE | $4,579 | $4,128+10.9% | $3,373+35.7% | $5,982-23.5% |
| Admin fee / account holder | $3,754 | $8,041-53.3% | $5,959-37.0% | $11,246-66.6% |