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 8-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 | $315,946 | $87,166+262.5% | $76,735+311.7% | $137,256+130.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.5%+22.2pp | 80.0%+11.7pp |
| Annual return | 14.56% | 26.50%-11.9pp | 29.77%-15.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,982 | $2,904+347.0% | $2,454+429.0% | $4,156+212.4% |
| Participant deferral / active EE | $12,459 | $4,726+163.6% | $4,088+204.8% | $6,407+94.5% |
| Admin fee / account holder | $19,860 | $8,403+136.3% | $7,189+176.2% | $12,270+61.9% |