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 | $567,081 | $166,020+241.6% | $164,866+244.0% | $145,959+288.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.09% | 100.08%-91.0pp | 69.97%-60.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $7,627 | $5,275+44.6% | $4,343+75.6% | $4,661+63.7% |
| Participant deferral / active EE | $7,959 | $6,961+14.3% | $6,033+31.9% | $6,689+19.0% |
| Admin fee / account holder | $3,734 | $16,644-77.6% | $12,689-70.6% | $13,398-72.1% |