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 | $569,479 | $72,071+690.2% | $68,368+733.0% | $137,256+314.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 14.53% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,141 | $2,788+48.5% | $2,649+56.3% | $4,156-0.4% |
| Participant deferral / active EE | $16,859 | $4,410+282.3% | $4,123+308.9% | $6,407+163.1% |
| Admin fee / account holder | $48,659 | $5,336+812.0% | $5,150+844.9% | $12,270+296.6% |