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 9-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 | $345,281 | $173,340+99.2% | $136,007+153.9% | $145,959+136.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.43% | 1163.32%-1143.9pp | 579.32%-559.9pp | 561.95%-542.5pp |
| Employer contribution / active EE | $13,929 | $5,275+164.1% | $4,215+230.5% | $4,661+198.8% |
| Participant deferral / active EE | $27,853 | $8,699+220.2% | $7,024+296.5% | $6,689+316.4% |
| Admin fee / account holder | $581 | $9,954-94.2% | $6,858-91.5% | $13,398-95.7% |