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 8-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 | $259,456 | $72,071+260.0% | $68,368+279.5% | $137,256+89.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.58% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,272 | $2,788+17.4% | $2,649+23.5% | $4,156-21.3% |
| Participant deferral / active EE | $17,447 | $4,410+295.6% | $4,123+323.2% | $6,407+172.3% |
| Admin fee / account holder | $914 | $5,336-82.9% | $5,150-82.3% | $12,270-92.6% |