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 | $486,103 | $183,592+164.8% | $155,567+212.5% | $145,959+233.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.76% | 61.24%-44.5pp | 64.74%-48.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $11,483 | $5,315+116.1% | $4,674+145.7% | $4,661+146.4% |
| Participant deferral / active EE | $8,458 | $6,464+30.8% | $5,628+50.3% | $6,689+26.5% |
| Admin fee / account holder | $8,548 | $19,318-55.8% | $15,916-46.3% | $13,398-36.2% |