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 | $272,970 | $154,228+77.0% | $145,433+87.7% | $137,256+98.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 17.58% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,476 | $14,344-47.9% | $13,129-43.1% | $12,270-39.1% |