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 | $577,108 | $72,071+700.7% | $68,368+744.1% | $137,256+320.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.46% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $17,594 | $2,788+531.1% | $2,649+564.2% | $4,156+323.3% |
| Participant deferral / active EE | $9,383 | $4,410+112.8% | $4,123+127.6% | $6,407+46.5% |
| Admin fee / account holder | $22,137 | $5,336+314.9% | $5,150+329.9% | $12,270+80.4% |