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 | $468,948 | $99,921+369.3% | $85,009+451.6% | $145,959+221.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 18.94% | 83.89%-65.0pp | 66.47%-47.5pp | 561.95%-543.0pp |
| Employer contribution / active EE | $2,152 | $3,233-33.4% | $2,728-21.1% | $4,661-53.8% |
| Participant deferral / active EE | $11,669 | $5,293+120.5% | $4,522+158.1% | $6,689+74.5% |
| Admin fee / account holder | $4,687 | $7,252-35.4% | $6,153-23.8% | $13,398-65.0% |