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 5-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 | $446,215 | $102,382+335.8% | $147,005+203.5% | $80,874+451.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 54.25% | 134.89%-80.6pp | 418.76%-364.5pp | 35.62%+18.6pp |
| Employer contribution / active EE | $24,383 | $3,715+556.4% | $4,934+394.2% | $2,756+784.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,394 | $7,942+131.6% | $13,006+41.4% | $6,935+165.2% |