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 6-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 | $1,766,243 | $154,228+1045.2% | $145,433+1114.5% | $137,256+1186.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $9,623 | $4,804+100.3% | $4,554+111.3% | $4,156+131.5% |
| Participant deferral / active EE | $10,777 | $8,216+31.2% | $7,897+36.5% | $6,407+68.2% |
| Admin fee / account holder | $35,228 | $14,344+145.6% | $13,129+168.3% | $12,270+187.1% |