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 | $261,850 | $154,228+69.8% | $145,433+80.0% | $137,256+90.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 13.23% | 74.59%-61.4pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,251 | $4,804-32.3% | $4,554-28.6% | $4,156-21.8% |
| Participant deferral / active EE | $10,735 | $8,216+30.6% | $7,897+35.9% | $6,407+67.6% |
| Admin fee / account holder | $9,533 | $14,344-33.5% | $13,129-27.4% | $12,270-22.3% |