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 | $294,034 | $178,174+65.0% | $156,181+88.3% | $137,256+114.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 16.32% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,341 | $4,972-12.7% | $4,294+1.1% | $4,156+4.5% |
| Participant deferral / active EE | $6,591 | $6,888-4.3% | $6,132+7.5% | $6,407+2.9% |
| Admin fee / account holder | $7,190 | $17,404-58.7% | $14,586-50.7% | $12,270-41.4% |