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 | $624,547 | $183,592+240.2% | $155,567+301.5% | $145,959+327.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $29,480 | $5,315+454.7% | $4,674+530.7% | $4,661+532.5% |
| Participant deferral / active EE | $14,686 | $6,464+127.2% | $5,628+161.0% | $6,689+119.6% |
| Admin fee / account holder | $5,077 | $19,318-73.7% | $15,916-68.1% | $13,398-62.1% |