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 | $376,923 | $72,071+423.0% | $68,368+451.3% | $137,256+174.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 69.89% | 353.14%-283.3pp | 292.57%-222.7pp | 220.34%-150.5pp |
| Employer contribution / active EE | $3,204 | $2,788+14.9% | $2,649+21.0% | $4,156-22.9% |
| Participant deferral / active EE | $15,867 | $4,410+259.8% | $4,123+284.9% | $6,407+147.7% |
| Admin fee / account holder | $2,668 | $5,336-50.0% | $5,150-48.2% | $12,270-78.3% |