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 | $547,893 | $80,812+578.0% | $160,784+240.8% | $82,448+564.5% |
| Participation rate | 96.6% | 66.2%+30.3pp | 77.0%+19.6pp | 68.1%+28.5pp |
| Annual return | 16.52% | 100.59%-84.1pp | 1803.92%-1787.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $18,717 | $2,174+761.0% | $3,733+401.4% | $2,551+633.7% |
| Participant deferral / active EE | $21,293 | $4,335+391.1% | $6,293+238.4% | $4,139+414.4% |
| Admin fee / account holder | $25,463 | $7,695+230.9% | $9,717+162.0% | $7,234+252.0% |