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 | $760,358 | $154,228+393.0% | $145,433+422.8% | $137,256+454.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.83% | 74.59%-61.8pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $39,566 | $4,804+723.6% | $4,554+768.7% | $4,156+852.0% |
| Participant deferral / active EE | $18,018 | $8,216+119.3% | $7,897+128.1% | $6,407+181.2% |
| Admin fee / account holder | $1,228 | $14,344-91.4% | $13,129-90.7% | $12,270-90.0% |