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 | $555,465 | $209,336+165.3% | $197,124+181.8% | $137,256+304.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.91% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $8,050 | $6,591+22.1% | $6,227+29.3% | $4,156+93.7% |
| Participant deferral / active EE | $16,200 | $9,614+68.5% | $9,135+77.3% | $6,407+152.9% |
| Admin fee / account holder | $7,845 | $17,308-54.7% | $16,298-51.9% | $12,270-36.1% |