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 | $302,885 | $154,228+96.4% | $145,433+108.3% | $137,256+120.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.10% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,407 | $4,804-70.7% | $4,554-69.1% | $4,156-66.1% |
| Participant deferral / active EE | $20,689 | $8,216+151.8% | $7,897+162.0% | $6,407+222.9% |
| Admin fee / account holder | $16,101 | $14,344+12.3% | $13,129+22.6% | $12,270+31.2% |