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 | $530,320 | $72,071+635.8% | $68,368+675.7% | $137,256+286.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 17.91% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,546 | $2,788+63.0% | $2,649+71.6% | $4,156+9.4% |
| Participant deferral / active EE | $13,491 | $4,410+205.9% | $4,123+227.2% | $6,407+110.6% |
| Admin fee / account holder | $12,008 | $5,336+125.1% | $5,150+133.2% | $12,270-2.1% |