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 | $409,768 | $154,228+165.7% | $145,433+181.8% | $137,256+198.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.88% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,417 | $4,804+33.6% | $4,554+40.9% | $4,156+54.4% |
| Participant deferral / active EE | $11,018 | $8,216+34.1% | $7,897+39.5% | $6,407+72.0% |
| Admin fee / account holder | $40,588 | $14,344+183.0% | $13,129+209.2% | $12,270+230.8% |