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 | $1,147,725 | $172,111+566.9% | $150,298+663.6% | $137,256+736.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.02% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $25,633 | $4,636+452.9% | $4,154+517.1% | $4,156+516.8% |
| Participant deferral / active EE | $39,929 | $6,166+547.6% | $5,453+632.3% | $6,407+523.2% |
| Admin fee / account holder | $837,090 | $16,471+4982.2% | $14,116+5830.2% | $12,270+6722.2% |