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 | $1,533,912 | $172,111+791.2% | $150,298+920.6% | $137,256+1017.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.56% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,002 | $4,636+7.9% | $4,154+20.4% | $4,156+20.4% |
| Participant deferral / active EE | $13,467 | $6,166+118.4% | $5,453+147.0% | $6,407+110.2% |
| Admin fee / account holder | $221,963 | $16,471+1247.6% | $14,116+1472.4% | $12,270+1709.0% |