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 | $342,484 | $126,519+170.7% | $106,201+222.5% | $145,959+134.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.01% | 225.10%-211.1pp | 116.26%-102.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,120 | $3,726-69.9% | $3,170-64.7% | $4,661-76.0% |
| Participant deferral / active EE | $7,000 | $5,716+22.5% | $5,012+39.7% | $6,689+4.7% |
| Admin fee / account holder | $18,440 | $17,312+6.5% | $11,039+67.0% | $13,398+37.6% |