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 | $402,803 | $76,407+427.2% | $150,298+168.0% | $82,448+388.6% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.4pp | 68.1%+29.1pp |
| Annual return | 18.05% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $16,707 | $2,614+539.1% | $4,154+302.2% | $2,551+554.9% |
| Participant deferral / active EE | $14,289 | $3,214+344.5% | $5,453+162.1% | $4,139+245.2% |
| Admin fee / account holder | $50,822 | $6,352+700.1% | $14,116+260.0% | $7,234+602.5% |