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 | $1,051,948 | $183,592+473.0% | $155,567+576.2% | $145,959+620.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 103.31% | 61.24%+42.1pp | 64.74%+38.6pp | 561.95%-458.6pp |
| Employer contribution / active EE | $2,299 | $5,315-56.7% | $4,674-50.8% | $4,661-50.7% |
| Participant deferral / active EE | $5,194 | $6,464-19.7% | $5,628-7.7% | $6,689-22.3% |
| Admin fee / account holder | $312 | $19,318-98.4% | $15,916-98.0% | $13,398-97.7% |