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 | $281,486 | $146,267+92.4% | $197,124+42.8% | $82,448+241.4% |
| Participation rate | 84.9% | 84.0%+0.9pp | 86.7%-1.8pp | 68.1%+16.8pp |
| Annual return | 18.13% | 29.61%-11.5pp | 44.34%-26.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,543 | $7,035+149.4% | $9,135+92.0% | $4,139+323.8% |
| Admin fee / account holder | $6,507 | $14,422-54.9% | $16,298-60.1% | $7,234-10.1% |