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 | $2,014,727 | $172,111+1070.6% | $150,298+1240.5% | $137,256+1367.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.88% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $24,192 | $4,636+421.8% | $4,154+482.4% | $4,156+482.1% |
| Participant deferral / active EE | $12,600 | $6,166+104.4% | $5,453+131.1% | $6,407+96.7% |
| Admin fee / account holder | $62,724 | $16,471+280.8% | $14,116+344.4% | $12,270+411.2% |