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 | $889,073 | $154,228+476.5% | $145,433+511.3% | $137,256+547.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.15% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $4,000 | $4,804-16.7% | $4,554-12.2% | $4,156-3.8% |
| Participant deferral / active EE | $10,375 | $8,216+26.3% | $7,897+31.4% | $6,407+61.9% |
| Admin fee / account holder | $8,451 | $14,344-41.1% | $13,129-35.6% | $12,270-31.1% |