Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $379,335 | $169,161+124.2% | $129,295+193.4% | $145,959+159.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.21% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $22,957 | $5,543+314.1% | $4,157+452.2% | $4,661+392.5% |
| Participant deferral / active EE | $25,382 | $4,989+408.7% | $4,169+508.8% | $6,689+279.5% |
| Admin fee / account holder | $2,161 | $9,878-78.1% | $7,665-71.8% | $13,398-83.9% |