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 | $645,562 | $111,814+477.4% | $103,374+524.5% | $145,959+342.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.97% | 24.77%-14.8pp | 24.89%-14.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $20,776 | $4,214+393.1% | $3,869+436.9% | $4,661+345.8% |
| Participant deferral / active EE | $15,250 | $5,618+171.4% | $5,058+201.5% | $6,689+128.0% |
| Admin fee / account holder | $13,667 | $9,754+40.1% | $8,394+62.8% | $13,398+2.0% |