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 | $485,915 | $209,336+132.1% | $197,124+146.5% | $137,256+254.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.27% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $17,071 | $6,591+159.0% | $6,227+174.1% | $4,156+310.7% |
| Participant deferral / active EE | $14,079 | $9,614+46.4% | $9,135+54.1% | $6,407+119.7% |
| Admin fee / account holder | $101,320 | $17,308+485.4% | $16,298+521.7% | $12,270+725.7% |