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 | $1,581,448 | $106,749+1381.5% | $145,433+987.4% | $82,448+1818.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.51% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $7,799 | $3,444+126.4% | $4,554+71.2% | $2,551+205.7% |
| Participant deferral / active EE | $13,330 | $6,519+104.5% | $7,897+68.8% | $4,139+222.0% |
| Admin fee / account holder | $15,077 | $8,390+79.7% | $13,129+14.8% | $7,234+108.4% |