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 | $299,242 | $81,233+268.4% | $155,567+92.4% | $80,874+270.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.67% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $7,088 | $3,101+128.6% | $4,674+51.6% | $2,756+157.2% |
| Participant deferral / active EE | $7,580 | $3,452+119.6% | $5,628+34.7% | $4,297+76.4% |
| Admin fee / account holder | $3,667 | $7,998-54.2% | $15,916-77.0% | $6,935-47.1% |