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 | $494,816 | $138,385+257.6% | $184,200+168.6% | $80,874+511.8% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 15.91% | 20.02%-4.1pp | 28.80%-12.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $18,899 | $4,849+289.7% | $6,424+194.2% | $2,756+585.8% |
| Participant deferral / active EE | $16,671 | $7,073+135.7% | $9,132+82.6% | $4,297+288.0% |
| Admin fee / account holder | $10,565 | $10,483+0.8% | $13,907-24.0% | $6,935+52.3% |