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 | $435,076 | $102,382+325.0% | $147,005+196.0% | $80,874+438.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.05% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $12,920 | $3,715+247.8% | $4,934+161.8% | $2,756+368.9% |
| Participant deferral / active EE | $8,602 | $6,646+29.4% | $8,070+6.6% | $4,297+100.2% |
| Admin fee / account holder | $38,021 | $7,942+378.7% | $13,006+192.3% | $6,935+448.2% |