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 | $254,397 | $172,111+47.8% | $150,298+69.3% | $137,256+85.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.24% | 69.37%-55.1pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,888 | $4,636-16.1% | $4,154-6.4% | $4,156-6.4% |
| Participant deferral / active EE | $13,180 | $6,166+113.8% | $5,453+141.7% | $6,407+105.7% |
| Admin fee / account holder | $10,531 | $16,471-36.1% | $14,116-25.4% | $12,270-14.2% |