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 | $497,719 | $209,336+137.8% | $197,124+152.5% | $137,256+262.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.17% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $46,500 | $6,591+605.5% | $6,227+646.7% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $9,614+183.4% | $9,135+198.3% | $6,407+325.3% |
| Admin fee / account holder | $39,271 | $17,308+126.9% | $16,298+141.0% | $12,270+220.1% |