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 | $614,439 | $183,592+234.7% | $155,567+295.0% | $145,959+321.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,221 | $5,315-77.0% | $4,674-73.9% | $4,661-73.8% |
| Participant deferral / active EE | $16,550 | $6,464+156.0% | $5,628+194.1% | $6,689+147.4% |
| Admin fee / account holder | $125,954 | $19,318+552.0% | $15,916+691.3% | $13,398+840.1% |