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 | $396,753 | $76,407+419.3% | $150,298+164.0% | $82,448+381.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.88% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $16,626 | $2,614+536.0% | $4,154+300.2% | $2,551+551.8% |
| Participant deferral / active EE | $13,431 | $3,214+317.8% | $5,453+146.3% | $4,139+224.5% |
| Admin fee / account holder | $19,470 | $6,352+206.5% | $14,116+37.9% | $7,234+169.1% |