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 | $282,219 | $165,584+70.4% | $142,942+97.4% | $137,256+105.6% |
| Participation rate | 83.3% | 80.1%+3.3pp | 76.8%+6.5pp | 80.0%+3.4pp |
| Annual return | 18.02% | 164.22%-146.2pp | 113.70%-95.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $5,335 | $4,725+12.9% | $4,139+28.9% | $4,156+28.4% |
| Participant deferral / active EE | $19,134 | $8,194+133.5% | $7,128+168.4% | $6,407+198.7% |
| Admin fee / account holder | $5,491 | $16,167-66.0% | $12,475-56.0% | $12,270-55.3% |