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 | $291,187 | $102,382+184.4% | $147,005+98.1% | $80,874+260.0% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 15.59% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $4,007 | $3,715+7.9% | $4,934-18.8% | $2,756+45.4% |
| Participant deferral / active EE | $13,433 | $6,646+102.1% | $8,070+66.5% | $4,297+212.6% |
| Admin fee / account holder | $20,709 | $7,942+160.7% | $13,006+59.2% | $6,935+198.6% |