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 | $714,738 | $72,071+891.7% | $68,368+945.4% | $137,256+420.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.92% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $37,678 | $2,788+1251.5% | $2,649+1322.4% | $4,156+806.6% |
| Participant deferral / active EE | $39,925 | $4,410+805.3% | $4,123+868.4% | $6,407+523.2% |
| Admin fee / account holder | $185,608 | $5,336+3378.7% | $5,150+3504.2% | $12,270+1412.7% |