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 | $761,789 | $209,336+263.9% | $197,124+286.5% | $137,256+455.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.95% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,011 | $6,591-8.8% | $6,227-3.5% | $4,156+44.6% |
| Participant deferral / active EE | $31,875 | $9,614+231.5% | $9,135+248.9% | $6,407+397.5% |
| Admin fee / account holder | $218,998 | $17,308+1165.3% | $16,298+1243.7% | $12,270+1684.8% |