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 | $767,358 | $111,535+588.0% | $105,223+629.3% | $137,256+459.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.70% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $26,219 | $3,939+565.6% | $3,689+610.8% | $4,156+530.9% |
| Participant deferral / active EE | $14,252 | $5,500+159.1% | $5,072+181.0% | $6,407+122.5% |
| Admin fee / account holder | $5,730 | $9,721-41.1% | $8,859-35.3% | $12,270-53.3% |