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 | $762,678 | $183,592+315.4% | $155,567+390.3% | $145,959+422.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.88% | 61.24%-39.4pp | 64.74%-42.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $3,640 | $5,315-31.5% | $4,674-22.1% | $4,661-21.9% |
| Participant deferral / active EE | $11,273 | $6,464+74.4% | $5,628+100.3% | $6,689+68.5% |
| Admin fee / account holder | $5,917 | $19,318-69.4% | $15,916-62.8% | $13,398-55.8% |