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 9-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 | $746,735 | $111,535+569.5% | $105,223+609.7% | $137,256+444.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.15% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $57,464 | $3,939+1358.7% | $3,689+1457.9% | $4,156+1282.7% |
| Participant deferral / active EE | $18,668 | $5,500+239.4% | $5,072+268.1% | $6,407+191.4% |
| Admin fee / account holder | $4,395 | $9,721-54.8% | $8,859-50.4% | $12,270-64.2% |