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 7-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 | $284,852 | $154,228+84.7% | $145,433+95.9% | $137,256+107.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.64% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,433 | $4,804-28.5% | $4,554-24.6% | $4,156-17.4% |
| Participant deferral / active EE | $14,173 | $8,216+72.5% | $7,897+79.5% | $6,407+121.2% |
| Admin fee / account holder | $3,272 | $14,344-77.2% | $13,129-75.1% | $12,270-73.3% |