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 | $559,313 | $106,749+423.9% | $145,433+284.6% | $82,448+578.4% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 14.58% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $14,855 | $3,444+331.3% | $4,554+226.2% | $2,551+482.3% |
| Participant deferral / active EE | $20,864 | $6,519+220.1% | $7,897+164.2% | $4,139+404.0% |
| Admin fee / account holder | $1,519 | $8,390-81.9% | $13,129-88.4% | $7,234-79.0% |