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 | $516,787 | $138,385+273.4% | $184,200+180.6% | $80,874+539.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 25.85% | 20.02%+5.8pp | 28.80%-2.9pp | 35.62%-9.8pp |
| Employer contribution / active EE | $6,285 | $4,849+29.6% | $6,424-2.2% | $2,756+128.1% |
| Participant deferral / active EE | $14,151 | $7,073+100.1% | $9,132+55.0% | $4,297+229.3% |
| Admin fee / account holder | $9,843 | $10,483-6.1% | $13,907-29.2% | $6,935+41.9% |