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 | $285,428 | $80,812+253.2% | $160,784+77.5% | $82,448+246.2% |
| Participation rate | 98.9% | 66.2%+32.6pp | 77.0%+21.9pp | 68.1%+30.8pp |
| Annual return | 17.35% | 100.59%-83.2pp | 1803.92%-1786.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $6,287 | $2,174+189.2% | $3,733+68.4% | $2,551+146.5% |
| Participant deferral / active EE | $15,371 | $4,335+254.6% | $6,293+144.3% | $4,139+271.4% |
| Admin fee / account holder | $10,307 | $7,695+33.9% | $9,717+6.1% | $7,234+42.5% |