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 7-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 | $398,739 | $180,749+120.6% | $160,784+148.0% | $137,256+190.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.99% | 2234.46%-2223.5pp | 1803.92%-1792.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,741 | $4,155+14.1% | $3,733+27.0% | $4,156+14.1% |
| Participant deferral / active EE | $27,875 | $6,844+307.3% | $6,293+343.0% | $6,407+335.1% |
| Admin fee / account holder | $1,583 | $10,397-84.8% | $9,717-83.7% | $12,270-87.1% |