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 7-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 | $309,894 | $159,934+93.8% | $147,005+110.8% | $145,959+112.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $61,129 | $5,287+1056.1% | $4,934+1138.9% | $4,661+1211.6% |
| Participant deferral / active EE | $23,000 | $8,427+172.9% | $8,070+185.0% | $6,689+243.9% |
| Admin fee / account holder | $1,362 | $15,053-91.0% | $13,006-89.5% | $13,398-89.8% |