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 | $521,978 | $106,749+389.0% | $145,433+258.9% | $82,448+533.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.06% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $40,815 | $3,444+1084.9% | $4,554+796.1% | $2,551+1500.0% |
| Participant deferral / active EE | $14,596 | $6,519+123.9% | $7,897+84.8% | $4,139+252.6% |
| Admin fee / account holder | $18,240 | $8,390+117.4% | $13,129+38.9% | $7,234+152.1% |