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 | $276,390 | $106,749+158.9% | $145,433+90.0% | $82,448+235.2% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 20.03% | 27.59%-7.6pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,618 | $3,444+5.0% | $4,554-20.6% | $2,551+41.8% |
| Participant deferral / active EE | $13,479 | $6,519+106.8% | $7,897+70.7% | $4,139+225.6% |
| Admin fee / account holder | $4,637 | $8,390-44.7% | $13,129-64.7% | $7,234-35.9% |