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 | $299,159 | $99,921+199.4% | $85,009+251.9% | $145,959+105.0% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 13.09% | 83.89%-70.8pp | 66.47%-53.4pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,824 | $3,233-43.6% | $2,728-33.1% | $4,661-60.9% |
| Participant deferral / active EE | $10,432 | $5,293+97.1% | $4,522+130.7% | $6,689+56.0% |
| Admin fee / account holder | $2,701 | $7,252-62.8% | $6,153-56.1% | $13,398-79.8% |