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 | $417,945 | $111,814+273.8% | $103,374+304.3% | $145,959+186.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.33% | 24.77%-3.4pp | 24.89%-3.6pp | 561.95%-540.6pp |
| Employer contribution / active EE | $14,431 | $4,214+242.5% | $3,869+273.0% | $4,661+209.6% |
| Participant deferral / active EE | $13,766 | $5,618+145.0% | $5,058+172.2% | $6,689+105.8% |
| Admin fee / account holder | $707 | $9,754-92.8% | $8,394-91.6% | $13,398-94.7% |