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 | $643,103 | $159,934+302.1% | $147,005+337.5% | $145,959+340.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 16.43% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,666 | $5,287-30.7% | $4,934-25.7% | $4,661-21.4% |
| Participant deferral / active EE | $14,050 | $8,427+66.7% | $8,070+74.1% | $6,689+110.1% |
| Admin fee / account holder | $190,147 | $15,053+1163.2% | $13,006+1362.0% | $13,398+1319.2% |