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 | $474,520 | $106,749+344.5% | $145,433+226.3% | $82,448+475.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.99% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $10,056 | $3,444+192.0% | $4,554+120.8% | $2,551+294.2% |
| Participant deferral / active EE | $11,111 | $6,519+70.4% | $7,897+40.7% | $4,139+168.4% |
| Admin fee / account holder | $11,847 | $8,390+41.2% | $13,129-9.8% | $7,234+63.8% |