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 | $265,790 | $210,343+26.4% | $153,432+73.2% | $145,959+82.1% |
| Participation rate | 79.2% | 82.1%-2.9pp | 77.1%+2.1pp | 80.3%-1.1pp |
| Annual return | 16.53% | 13.38%+3.2pp | 15.66%+0.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,822 | $7,977-27.0% | $6,757-13.8% | $6,689-12.9% |
| Admin fee / account holder | $24,879 | $19,424+28.1% | $12,725+95.5% | $13,398+85.7% |