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 | $353,044 | $68,097+418.4% | $62,929+461.0% | $137,256+157.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.65% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $17,780 | $2,811+532.5% | $2,505+609.9% | $4,156+327.8% |
| Participant deferral / active EE | $13,061 | $4,553+186.9% | $3,888+235.9% | $6,407+103.9% |
| Admin fee / account holder | $195,341 | $6,521+2895.4% | $5,065+3757.0% | $12,270+1492.0% |