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 9-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 | $400,360 | $178,174+124.7% | $156,181+156.3% | $137,256+191.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.98% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $22,007 | $4,972+342.6% | $4,294+412.5% | $4,156+429.5% |
| Participant deferral / active EE | $32,540 | $6,888+372.4% | $6,132+430.6% | $6,407+407.9% |
| Admin fee / account holder | $708 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |