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 10-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 | $1,266,661 | $76,407+1557.8% | $150,298+742.8% | $82,448+1436.3% |
| Participation rate | 95.3% | 66.4%+29.0pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 14.12% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $40,224 | $2,614+1438.7% | $4,154+868.3% | $2,551+1476.8% |
| Participant deferral / active EE | $22,697 | $3,214+606.1% | $5,453+316.3% | $4,139+448.3% |
| Admin fee / account holder | $78,758 | $6,352+1139.9% | $14,116+457.9% | $7,234+988.7% |