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 | $305,796 | $97,125+214.8% | $86,233+254.6% | $137,256+122.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.14% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $4,786 | $2,841+68.4% | $2,504+91.1% | $4,156+15.2% |
| Participant deferral / active EE | $24,215 | $5,180+367.5% | $4,559+431.1% | $6,407+278.0% |
| Admin fee / account holder | $4,154 | $9,725-57.3% | $8,342-50.2% | $12,270-66.1% |