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 | $778,296 | $111,535+597.8% | $105,223+639.7% | $137,256+467.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.66% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $11,765 | $3,939+198.6% | $3,689+219.0% | $4,156+183.1% |
| Participant deferral / active EE | $12,306 | $5,500+123.7% | $5,072+142.6% | $6,407+92.1% |
| Admin fee / account holder | $75,974 | $9,721+681.5% | $8,859+757.6% | $12,270+519.2% |