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 | $289,383 | $159,934+80.9% | $147,005+96.9% | $145,959+98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.58% | 98.24%-71.7pp | 418.76%-392.2pp | 561.95%-535.4pp |
| Employer contribution / active EE | $2,000 | $5,287-62.2% | $4,934-59.5% | $4,661-57.1% |
| Participant deferral / active EE | $7,270 | $8,427-13.7% | $8,070-9.9% | $6,689+8.7% |
| Admin fee / account holder | $17,195 | $15,053+14.2% | $13,006+32.2% | $13,398+28.3% |