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 | $298,193 | $106,749+179.3% | $145,433+105.0% | $82,448+261.7% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 14.22% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $7,371 | $3,444+114.0% | $4,554+61.8% | $2,551+189.0% |
| Participant deferral / active EE | $12,803 | $6,519+96.4% | $7,897+62.1% | $4,139+209.3% |
| Admin fee / account holder | $9,666 | $8,390+15.2% | $13,129-26.4% | $7,234+33.6% |