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 | $278,719 | $154,228+80.7% | $145,433+91.6% | $137,256+103.1% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 15.74% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $862 | $4,804-82.1% | $4,554-81.1% | $4,156-79.3% |
| Participant deferral / active EE | $6,960 | $8,216-15.3% | $7,897-11.9% | $6,407+8.6% |
| Admin fee / account holder | $18,600 | $14,344+29.7% | $13,129+41.7% | $12,270+51.6% |