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 | $468,737 | $209,336+123.9% | $197,124+137.8% | $137,256+241.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 35.85% | 48.09%-12.2pp | 44.34%-8.5pp | 220.34%-184.5pp |
| Employer contribution / active EE | $20,022 | $6,591+203.8% | $6,227+221.5% | $4,156+381.8% |
| Participant deferral / active EE | $13,325 | $9,614+38.6% | $9,135+45.9% | $6,407+108.0% |
| Admin fee / account holder | $86,840 | $17,308+401.7% | $16,298+432.8% | $12,270+607.7% |