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 | $391,079 | $112,729+246.9% | $98,716+296.2% | $137,256+184.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.05% | 38.48%-22.4pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $16,667 | $2,725+511.6% | $2,279+631.5% | $4,156+301.0% |
| Participant deferral / active EE | $5,163 | $4,640+11.3% | $4,048+27.6% | $6,407-19.4% |
| Admin fee / account holder | $3,077 | $10,129-69.6% | $8,703-64.6% | $12,270-74.9% |