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 | $514,823 | $178,174+188.9% | $156,181+229.6% | $137,256+275.1% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 16.26% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,301 | $4,972-53.7% | $4,294-46.4% | $4,156-44.6% |
| Participant deferral / active EE | $9,060 | $6,888+31.5% | $6,132+47.7% | $6,407+41.4% |
| Admin fee / account holder | $2,645 | $17,404-84.8% | $14,586-81.9% | $12,270-78.4% |