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 | $340,829 | $178,174+91.3% | $156,181+118.2% | $137,256+148.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 11.16% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $7,084 | $4,972+42.5% | $4,294+65.0% | $4,156+70.4% |
| Participant deferral / active EE | $18,201 | $6,888+164.2% | $6,132+196.8% | $6,407+184.1% |
| Admin fee / account holder | $114,709 | $17,404+559.1% | $14,586+686.4% | $12,270+834.9% |