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 | $250,073 | $159,934+56.4% | $147,005+70.1% | $145,959+71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.00% | 98.24%-76.2pp | 418.76%-396.8pp | 561.95%-539.9pp |
| Employer contribution / active EE | $3,623 | $5,287-31.5% | $4,934-26.6% | $4,661-22.3% |
| Participant deferral / active EE | $13,255 | $8,427+57.3% | $8,070+64.3% | $6,689+98.2% |
| Admin fee / account holder | $20,082 | $15,053+33.4% | $13,006+54.4% | $13,398+49.9% |