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 | $278,452 | $52,353+431.9% | $120,225+131.6% | $82,448+237.7% |
| Participation rate | 84.3% | 58.3%+26.0pp | 69.6%+14.7pp | 68.1%+16.2pp |
| Annual return | 18.16% | 61.85%-43.7pp | 439.23%-421.1pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,656 | $1,510+208.3% | $3,475+34.0% | $2,551+82.5% |
| Participant deferral / active EE | $8,724 | $2,627+232.1% | $3,999+118.2% | $4,139+110.8% |
| Admin fee / account holder | $4,122 | $4,363-5.5% | $5,696-27.6% | $7,234-43.0% |