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 | $554,989 | $106,749+419.9% | $145,433+281.6% | $82,448+573.1% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 14.72% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $7,006 | $3,444+103.4% | $4,554+53.8% | $2,551+174.6% |
| Participant deferral / active EE | $20,676 | $6,519+217.2% | $7,897+161.8% | $4,139+399.5% |
| Admin fee / account holder | $50,262 | $8,390+499.1% | $13,129+282.8% | $7,234+594.8% |