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 | $513,474 | $159,934+221.1% | $147,005+249.3% | $145,959+251.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 11.05% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $17,543 | $5,287+231.8% | $4,934+255.5% | $4,661+276.4% |
| Participant deferral / active EE | $12,273 | $8,427+45.6% | $8,070+52.1% | $6,689+83.5% |
| Admin fee / account holder | $39,263 | $15,053+160.8% | $13,006+201.9% | $13,398+193.1% |