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 | $912,449 | $154,228+491.6% | $145,433+527.4% | $137,256+564.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.05% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $16,256 | $4,804+238.4% | $4,554+256.9% | $4,156+291.1% |
| Participant deferral / active EE | $12,018 | $8,216+46.3% | $7,897+52.2% | $6,407+87.6% |
| Admin fee / account holder | $565 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |