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 | $311,673 | $183,592+69.8% | $155,567+100.3% | $145,959+113.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.31% | 61.24%-35.9pp | 64.74%-39.4pp | 561.95%-536.6pp |
| Employer contribution / active EE | $2,751 | $5,315-48.2% | $4,674-41.1% | $4,661-41.0% |
| Participant deferral / active EE | $6,998 | $6,464+8.3% | $5,628+24.3% | $6,689+4.6% |
| Admin fee / account holder | $401 | $19,318-97.9% | $15,916-97.5% | $13,398-97.0% |