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 | $921,323 | $183,592+401.8% | $155,567+492.2% | $145,959+531.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $18,875 | $5,315+255.1% | $4,674+303.8% | $4,661+305.0% |
| Participant deferral / active EE | $18,248 | $6,464+182.3% | $5,628+224.2% | $6,689+172.8% |
| Admin fee / account holder | $12,896 | $19,318-33.2% | $15,916-19.0% | $13,398-3.7% |