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 | $589,501 | $165,584+256.0% | $142,942+312.4% | $137,256+329.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 15.66% | 164.22%-148.6pp | 113.70%-98.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,140 | $4,725-33.5% | $4,139-24.1% | $4,156-24.4% |
| Participant deferral / active EE | $10,458 | $8,194+27.6% | $7,128+46.7% | $6,407+63.2% |
| Admin fee / account holder | $3,716 | $16,167-77.0% | $12,475-70.2% | $12,270-69.7% |