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 | $737,675 | $178,174+314.0% | $156,181+372.3% | $137,256+437.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.63% | 84.19%-71.6pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $25,000 | $4,972+402.8% | $4,294+482.2% | $4,156+501.5% |
| Participant deferral / active EE | $23,000 | $6,888+233.9% | $6,132+275.1% | $6,407+259.0% |
| Admin fee / account holder | $15,282 | $17,404-12.2% | $14,586+4.8% | $12,270+24.5% |