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 | $534,065 | $201,259+165.4% | $184,200+189.9% | $145,959+265.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 21.66% | 28.98%-7.3pp | 28.80%-7.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $8,638 | $7,018+23.1% | $6,424+34.5% | $4,661+85.3% |
| Participant deferral / active EE | $14,616 | $9,806+49.0% | $9,132+60.0% | $6,689+118.5% |
| Admin fee / account holder | $1,291 | $16,372-92.1% | $13,907-90.7% | $13,398-90.4% |