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 | $352,024 | $201,259+74.9% | $184,200+91.1% | $145,959+141.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.24% | 28.98%-11.7pp | 28.80%-11.6pp | 561.95%-544.7pp |
| Employer contribution / active EE | $3,653 | $7,018-48.0% | $6,424-43.1% | $4,661-21.6% |
| Participant deferral / active EE | $20,582 | $9,806+109.9% | $9,132+125.4% | $6,689+207.7% |
| Admin fee / account holder | $1,677 | $16,372-89.8% | $13,907-87.9% | $13,398-87.5% |