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 | $459,959 | $172,111+167.2% | $150,298+206.0% | $137,256+235.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.50% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $12,000 | $4,636+158.8% | $4,154+188.9% | $4,156+188.7% |
| Participant deferral / active EE | $7,850 | $6,166+27.3% | $5,453+44.0% | $6,407+22.5% |
| Admin fee / account holder | $989 | $16,471-94.0% | $14,116-93.0% | $12,270-91.9% |