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 | $619,508 | $183,592+237.4% | $155,567+298.2% | $145,959+324.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.14% | 61.24%-39.1pp | 64.74%-42.6pp | 561.95%-539.8pp |
| Employer contribution / active EE | $9,614 | $5,315+80.9% | $4,674+105.7% | $4,661+106.3% |
| Participant deferral / active EE | $5,717 | $6,464-11.6% | $5,628+1.6% | $6,689-14.5% |
| Admin fee / account holder | $54,173 | $19,318+180.4% | $15,916+240.4% | $13,398+304.3% |