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 | $607,196 | $97,125+525.2% | $86,233+604.1% | $137,256+342.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.27% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $21,209 | $2,841+646.5% | $2,504+746.9% | $4,156+410.3% |
| Participant deferral / active EE | $16,880 | $5,180+225.9% | $4,559+270.2% | $6,407+163.5% |
| Admin fee / account holder | $243,080 | $9,725+2399.6% | $8,342+2813.9% | $12,270+1881.1% |