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 | $566,841 | $209,336+170.8% | $197,124+187.6% | $137,256+313.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.09% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $17,362 | $6,591+163.4% | $6,227+178.8% | $4,156+317.8% |
| Participant deferral / active EE | $13,628 | $9,614+41.8% | $9,135+49.2% | $6,407+112.7% |
| Admin fee / account holder | $412 | $17,308-97.6% | $16,298-97.5% | $12,270-96.6% |