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 9-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 | $418,237 | $172,111+143.0% | $150,298+178.3% | $137,256+204.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.99% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,846 | $4,636+90.8% | $4,154+112.9% | $4,156+112.8% |
| Participant deferral / active EE | $28,014 | $6,166+354.4% | $5,453+413.8% | $6,407+337.3% |
| Admin fee / account holder | $286,938 | $16,471+1642.1% | $14,116+1932.7% | $12,270+2238.5% |