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 | $303,115 | $89,698+237.9% | $103,464+193.0% | $80,874+274.8% |
| Participation rate | 84.0% | 76.0%+8.0pp | 80.5%+3.5pp | 67.6%+16.4pp |
| Annual return | 24.64% | 22.78%+1.9pp | 23.91%+0.7pp | 35.62%-11.0pp |
| Employer contribution / active EE | $12,142 | $4,018+202.2% | $4,677+159.6% | $2,756+340.6% |
| Participant deferral / active EE | $16,700 | $5,456+206.1% | $6,624+152.1% | $4,297+288.7% |
| Admin fee / account holder | $25,253 | $6,768+273.1% | $9,410+168.4% | $6,935+264.1% |