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 | $887,147 | $209,336+323.8% | $197,124+350.0% | $137,256+546.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.75% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $15,073 | $6,591+128.7% | $6,227+142.0% | $4,156+262.7% |
| Participant deferral / active EE | $20,717 | $9,614+115.5% | $9,135+126.8% | $6,407+223.4% |
| Admin fee / account holder | $77,341 | $17,308+346.9% | $16,298+374.5% | $12,270+530.3% |