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 | $622,785 | $166,020+275.1% | $164,866+277.8% | $145,959+326.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 84.73% | 100.08%-15.3pp | 69.97%+14.8pp | 561.95%-477.2pp |
| Employer contribution / active EE | $3,638 | $5,275-31.0% | $4,343-16.2% | $4,661-21.9% |
| Participant deferral / active EE | $19,784 | $6,961+184.2% | $6,033+227.9% | $6,689+195.8% |
| Admin fee / account holder | $944 | $16,644-94.3% | $12,689-92.6% | $13,398-93.0% |