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 | $273,961 | $159,934+71.3% | $147,005+86.4% | $145,959+87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 98.24%-86.9pp | 418.76%-407.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $22,162 | $5,287+319.2% | $4,934+349.1% | $4,661+375.5% |
| Participant deferral / active EE | $18,000 | $8,427+113.6% | $8,070+123.1% | $6,689+169.1% |
| Admin fee / account holder | $5,968 | $15,053-60.4% | $13,006-54.1% | $13,398-55.5% |