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 | $257,977 | $88,672+190.9% | $105,223+145.2% | $82,448+212.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 43.67% | 30.86%+12.8pp | 180.65%-137.0pp | 41.64%+2.0pp |
| Employer contribution / active EE | $8,166 | $3,048+167.9% | $3,689+121.4% | $2,551+220.1% |
| Participant deferral / active EE | $7,009 | $4,036+73.7% | $5,072+38.2% | $4,139+69.3% |
| Admin fee / account holder | $23,450 | $7,146+228.2% | $8,859+164.7% | $7,234+224.2% |