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 7-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 | $267,430 | $159,934+67.2% | $147,005+81.9% | $145,959+83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 38.63% | 98.24%-59.6pp | 418.76%-380.1pp | 561.95%-523.3pp |
| Employer contribution / active EE | $17,837 | $5,287+237.3% | $4,934+261.5% | $4,661+282.7% |
| Participant deferral / active EE | $13,307 | $8,427+57.9% | $8,070+64.9% | $6,689+99.0% |
| Admin fee / account holder | $1,145 | $15,053-92.4% | $13,006-91.2% | $13,398-91.5% |