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 | $1,048,677 | $159,934+555.7% | $147,005+613.4% | $145,959+618.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 24.69% | 98.24%-73.5pp | 418.76%-394.1pp | 561.95%-537.3pp |
| Employer contribution / active EE | $20,665 | $5,287+290.8% | $4,934+318.8% | $4,661+343.4% |
| Participant deferral / active EE | $20,665 | $8,427+145.2% | $8,070+156.1% | $6,689+209.0% |
| Admin fee / account holder | $8,341 | $15,053-44.6% | $13,006-35.9% | $13,398-37.7% |