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.
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 | $463,950 | $183,592+152.7% | $155,567+198.2% | $145,959+217.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.3pp |
| Employer contribution / active EE | $11,040 | $5,315+107.7% | $4,674+136.2% | $4,661+136.9% |
| Participant deferral / active EE | $23,000 | $6,464+255.8% | $5,628+308.7% | $6,689+243.9% |
| Admin fee / account holder | $2,110 | $19,318-89.1% | $15,916-86.7% | $13,398-84.3% |