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 7-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 | $1,875,522 | $154,228+1116.1% | $145,433+1189.6% | $137,256+1266.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.15% | 74.59%-41.4pp | 66.58%-33.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $20,312 | $4,804+322.8% | $4,554+346.0% | $4,156+388.7% |
| Participant deferral / active EE | $19,940 | $8,216+142.7% | $7,897+152.5% | $6,407+211.2% |
| Admin fee / account holder | $771 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |