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 | $423,999 | $111,535+280.2% | $105,223+303.0% | $137,256+208.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.58% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $11,293 | $3,939+186.7% | $3,689+206.2% | $4,156+171.7% |
| Participant deferral / active EE | $18,361 | $5,500+233.8% | $5,072+262.0% | $6,407+186.6% |
| Admin fee / account holder | $5,492 | $9,721-43.5% | $8,859-38.0% | $12,270-55.2% |