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 | $639,784 | $154,228+314.8% | $145,433+339.9% | $137,256+366.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.33% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,545 | $4,804-5.4% | $4,554-0.2% | $4,156+9.3% |
| Participant deferral / active EE | $24,480 | $8,216+197.9% | $7,897+210.0% | $6,407+282.1% |
| Admin fee / account holder | $167,806 | $14,344+1069.9% | $13,129+1178.1% | $12,270+1267.6% |