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 | $439,747 | $102,382+329.5% | $147,005+199.1% | $80,874+443.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 14.77% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $6,149 | $3,715+65.5% | $4,934+24.6% | $2,756+123.1% |
| Participant deferral / active EE | $10,228 | $6,646+53.9% | $8,070+26.7% | $4,297+138.0% |
| Admin fee / account holder | $18,847 | $7,942+137.3% | $13,006+44.9% | $6,935+171.8% |