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 | $270,898 | $90,397+199.7% | $76,002+256.4% | $145,959+85.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.02% | 621.97%-606.0pp | 360.07%-344.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $13,350 | $3,317+302.4% | $2,688+396.6% | $4,661+186.4% |
| Participant deferral / active EE | $17,868 | $5,163+246.0% | $4,257+319.8% | $6,689+167.1% |
| Admin fee / account holder | $34,969 | $8,369+317.8% | $6,414+445.2% | $13,398+161.0% |