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 5-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 | $323,091 | $108,912+196.7% | $100,383+221.9% | $145,959+121.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 57.96%-41.2pp | 49.26%-32.5pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,931 | $4,423-11.1% | $3,944-0.3% | $4,661-15.7% |
| Participant deferral / active EE | $13,833 | $8,451+63.7% | $8,086+71.1% | $6,689+106.8% |
| Admin fee / account holder | $89,539 | $9,690+824.0% | $7,900+1033.4% | $13,398+568.3% |