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 | $277,342 | $209,336+32.5% | $197,124+40.7% | $137,256+102.1% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 13.75% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,755 | $6,591+32.8% | $6,227+40.6% | $4,156+110.7% |
| Participant deferral / active EE | $20,753 | $9,614+115.9% | $9,135+127.2% | $6,407+223.9% |
| Admin fee / account holder | $2,648 | $17,308-84.7% | $16,298-83.8% | $12,270-78.4% |