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 | $759,191 | $183,592+313.5% | $155,567+388.0% | $145,959+420.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.81% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $10,421 | $5,315+96.1% | $4,674+122.9% | $4,661+123.6% |
| Participant deferral / active EE | $11,928 | $6,464+84.5% | $5,628+111.9% | $6,689+78.3% |
| Admin fee / account holder | $47,605 | $19,318+146.4% | $15,916+199.1% | $13,398+255.3% |