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 | $386,301 | $80,812+378.0% | $160,784+140.3% | $82,448+368.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 20.31% | 100.59%-80.3pp | 1803.92%-1783.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $5,546 | $2,174+155.1% | $3,733+48.6% | $2,551+117.4% |
| Participant deferral / active EE | $12,122 | $4,335+179.6% | $6,293+92.6% | $4,139+192.9% |
| Admin fee / account holder | $8,188 | $7,695+6.4% | $9,717-15.7% | $7,234+13.2% |