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 | $428,879 | $154,228+178.1% | $145,433+194.9% | $137,256+212.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.93% | 74.59%-61.7pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,212 | $4,804+8.5% | $4,554+14.4% | $4,156+25.4% |
| Participant deferral / active EE | $12,124 | $8,216+47.6% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $15,975 | $14,344+11.4% | $13,129+21.7% | $12,270+30.2% |