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 | $273,918 | $102,382+167.5% | $147,005+86.3% | $80,874+238.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 19.10% | 134.89%-115.8pp | 418.76%-399.7pp | 35.62%-16.5pp |
| Employer contribution / active EE | $10,430 | $3,715+180.8% | $4,934+111.4% | $2,756+278.5% |
| Participant deferral / active EE | $13,845 | $6,646+108.3% | $8,070+71.6% | $4,297+222.2% |
| Admin fee / account holder | $7,079 | $7,942-10.9% | $13,006-45.6% | $6,935+2.1% |