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 | $317,810 | $95,453+232.9% | $112,040+183.7% | $82,448+285.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.52% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $14,706 | $2,318+534.5% | $2,954+397.8% | $2,551+476.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,364 | $9,013-73.8% | $12,098-80.5% | $7,234-67.3% |