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 3-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 | $542,033 | $111,814+384.8% | $103,374+424.3% | $145,959+271.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.23% | 24.77%-4.5pp | 24.89%-4.7pp | 561.95%-541.7pp |
| Employer contribution / active EE | $9,424 | $4,214+123.7% | $3,869+143.6% | $4,661+102.2% |
| Participant deferral / active EE | $8,833 | $5,618+57.2% | $5,058+74.7% | $6,689+32.1% |
| Admin fee / account holder | $3,038 | $9,754-68.9% | $8,394-63.8% | $13,398-77.3% |