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 | $441,022 | $117,859+274.2% | $102,438+330.5% | $145,959+202.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.18% | 31.72%-21.5pp | 29.37%-19.2pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,182 | $3,615-12.0% | $3,024+5.2% | $4,661-31.7% |
| Participant deferral / active EE | $21,810 | $5,732+280.5% | $5,054+331.6% | $6,689+226.1% |
| Admin fee / account holder | $13,202 | $13,318-0.9% | $9,448+39.7% | $13,398-1.5% |