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 | $477,650 | $146,267+226.6% | $197,124+142.3% | $82,448+479.3% |
| Participation rate | 98.3% | 84.0%+14.3pp | 86.7%+11.6pp | 68.1%+30.3pp |
| Annual return | 19.91% | 29.61%-9.7pp | 44.34%-24.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $9,606 | $4,723+103.4% | $6,227+54.3% | $2,551+276.6% |
| Participant deferral / active EE | $21,734 | $7,035+209.0% | $9,135+137.9% | $4,139+425.1% |
| Admin fee / account holder | $18,937 | $14,422+31.3% | $16,298+16.2% | $7,234+161.8% |