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 | $300,555 | $166,020+81.0% | $164,866+82.3% | $145,959+105.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 8.92% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $13,450 | $5,275+155.0% | $4,343+209.7% | $4,661+188.6% |
| Participant deferral / active EE | $11,811 | $6,961+69.7% | $6,033+95.8% | $6,689+76.6% |
| Admin fee / account holder | $13,558 | $16,644-18.5% | $12,689+6.8% | $13,398+1.2% |