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 | $359,529 | $117,859+205.0% | $102,438+251.0% | $145,959+146.3% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 13.52% | 31.72%-18.2pp | 29.37%-15.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $11,080 | $3,615+206.5% | $3,024+266.4% | $4,661+137.7% |
| Participant deferral / active EE | $16,836 | $5,732+193.7% | $5,054+233.1% | $6,689+151.7% |
| Admin fee / account holder | $8,511 | $13,318-36.1% | $9,448-9.9% | $13,398-36.5% |