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 | $883,275 | $172,111+413.2% | $150,298+487.7% | $137,256+543.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.50% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $42,783 | $4,636+822.8% | $4,154+929.9% | $4,156+929.4% |
| Participant deferral / active EE | $5,875 | $6,166-4.7% | $5,453+7.7% | $6,407-8.3% |
| Admin fee / account holder | $4,024 | $16,471-75.6% | $14,116-71.5% | $12,270-67.2% |