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 | $291,354 | $95,453+205.2% | $112,040+160.0% | $82,448+253.4% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 13.06% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,881 | $2,318+67.5% | $2,954+31.4% | $2,551+52.2% |
| Participant deferral / active EE | $5,178 | $4,224+22.6% | $5,098+1.6% | $4,139+25.1% |
| Admin fee / account holder | $10,256 | $9,013+13.8% | $12,098-15.2% | $7,234+41.8% |