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 | $278,421 | $68,097+308.9% | $62,929+342.4% | $137,256+102.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.55% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,953 | $2,811-30.5% | $2,505-22.0% | $4,156-53.0% |
| Participant deferral / active EE | $13,643 | $4,553+199.7% | $3,888+250.9% | $6,407+112.9% |
| Admin fee / account holder | $1,224 | $6,521-81.2% | $5,065-75.8% | $12,270-90.0% |