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 | $490,397 | $159,934+206.6% | $147,005+233.6% | $145,959+236.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $5,905 | $5,287+11.7% | $4,934+19.7% | $4,661+26.7% |
| Participant deferral / active EE | $14,745 | $8,427+75.0% | $8,070+82.7% | $6,689+120.5% |
| Admin fee / account holder | $35,769 | $15,053+137.6% | $13,006+175.0% | $13,398+167.0% |