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 | $755,026 | $111,814+575.2% | $93,654+706.2% | $145,959+417.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.88% | 203.30%-191.4pp | 133.34%-121.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $27,707 | $3,092+796.2% | $2,421+1044.5% | $4,661+494.5% |
| Participant deferral / active EE | $21,250 | $4,914+332.4% | $4,413+381.6% | $6,689+217.7% |
| Admin fee / account holder | $4,379 | $10,246-57.3% | $8,282-47.1% | $13,398-67.3% |