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 | $454,463 | $159,934+184.2% | $147,005+209.1% | $145,959+211.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.96% | 98.24%-73.3pp | 418.76%-393.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $4,518 | $5,287-14.5% | $4,934-8.4% | $4,661-3.1% |
| Participant deferral / active EE | $16,876 | $8,427+100.3% | $8,070+109.1% | $6,689+152.3% |
| Admin fee / account holder | $5,397 | $15,053-64.1% | $13,006-58.5% | $13,398-59.7% |