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 9-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 | $1,022,133 | $468,795+118.0% | $1,127,994-9.4% | $468,795+118.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 66.7%+33.3pp | 85.5%+14.5pp |
| Annual return | 15.90% | 39.95%-24.1pp | 11.13%+4.8pp | 39.95%-24.1pp |
| Employer contribution / active EE | $7,641 | $28,085-72.8% | $25,095-69.6% | $28,085-72.8% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $18,849-100.0% | $10,110-100.0% |
| Admin fee / account holder | $34,047 | $8,110+319.8% | $21,464+58.6% | $8,110+319.8% |