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 | $540,989 | $172,111+214.3% | $150,298+259.9% | $137,256+294.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 96.66% | 69.37%+27.3pp | 62.79%+33.9pp | 220.34%-123.7pp |
| Employer contribution / active EE | $49,163 | $4,636+960.4% | $4,154+1083.5% | $4,156+1082.9% |
| Participant deferral / active EE | $27,730 | $6,166+349.7% | $5,453+408.6% | $6,407+332.8% |
| Admin fee / account holder | $62,899 | $16,471+281.9% | $14,116+345.6% | $12,270+412.6% |