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 | $364,654 | $146,267+149.3% | $197,124+85.0% | $82,448+342.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.62% | 29.61%-16.0pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $10,486 | $4,723+122.0% | $6,227+68.4% | $2,551+311.1% |
| Participant deferral / active EE | $8,481 | $7,035+20.6% | $9,135-7.2% | $4,139+104.9% |
| Admin fee / account holder | $35,660 | $14,422+147.3% | $16,298+118.8% | $7,234+392.9% |