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 | $389,437 | $172,111+126.3% | $150,298+159.1% | $137,256+183.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $64,100 | $4,636+1282.6% | $4,154+1443.1% | $4,156+1442.3% |
| Participant deferral / active EE | $30,461 | $6,166+394.0% | $5,453+458.6% | $6,407+375.4% |
| Admin fee / account holder | $5,197 | $16,471-68.5% | $14,116-63.2% | $12,270-57.6% |