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 | $557,461 | $210,698+164.6% | $178,014+213.2% | $145,959+281.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.44% | 386.27%-376.8pp | 294.80%-285.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $17,432 | $4,567+281.7% | $3,950+341.3% | $4,661+274.0% |
| Participant deferral / active EE | $11,427 | $6,958+64.2% | $6,276+82.1% | $6,689+70.8% |
| Admin fee / account holder | $829 | $12,016-93.1% | $10,362-92.0% | $13,398-93.8% |