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 | $549,858 | $97,125+466.1% | $86,233+537.6% | $137,256+300.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.94% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $16,316 | $2,841+474.2% | $2,504+551.5% | $4,156+292.6% |
| Participant deferral / active EE | $23,173 | $5,180+347.4% | $4,559+408.3% | $6,407+261.7% |
| Admin fee / account holder | $2,945 | $9,725-69.7% | $8,342-64.7% | $12,270-76.0% |