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 | $559,933 | $72,071+676.9% | $68,368+719.0% | $137,256+307.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 14.93% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $17,906 | $2,788+542.3% | $2,649+576.0% | $4,156+330.8% |
| Participant deferral / active EE | $16,532 | $4,410+274.9% | $4,123+301.0% | $6,407+158.0% |
| Admin fee / account holder | $5,431 | $5,336+1.8% | $5,150+5.5% | $12,270-55.7% |