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 | $256,942 | $159,934+60.7% | $147,005+74.8% | $145,959+76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,875 | $5,287-45.6% | $4,934-41.7% | $4,661-38.3% |
| Participant deferral / active EE | $7,500 | $8,427-11.0% | $8,070-7.1% | $6,689+12.1% |
| Admin fee / account holder | $5,617 | $15,053-62.7% | $13,006-56.8% | $13,398-58.1% |