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 | $391,563 | $154,228+153.9% | $145,433+169.2% | $137,256+185.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.14% | 74.59%-60.5pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,477 | $4,804-6.8% | $4,554-1.7% | $4,156+7.7% |
| Participant deferral / active EE | $10,782 | $8,216+31.2% | $7,897+36.5% | $6,407+68.3% |
| Admin fee / account holder | $6,164 | $14,344-57.0% | $13,129-53.1% | $12,270-49.8% |