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 8-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 | $301,346 | $111,814+169.5% | $103,374+191.5% | $145,959+106.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $18,106 | $4,214+329.7% | $3,869+367.9% | $4,661+288.5% |
| Participant deferral / active EE | $22,373 | $5,618+298.2% | $5,058+342.4% | $6,689+234.5% |
| Admin fee / account holder | $1,786 | $9,754-81.7% | $8,394-78.7% | $13,398-86.7% |