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 | $506,012 | $124,425+306.7% | $112,040+351.6% | $137,256+268.7% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 15.11% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $10,263 | $3,411+200.8% | $2,954+247.4% | $4,156+146.9% |
| Participant deferral / active EE | $8,643 | $5,718+51.1% | $5,098+69.5% | $6,407+34.9% |
| Admin fee / account holder | $32,887 | $15,207+116.3% | $12,098+171.8% | $12,270+168.0% |