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 | $382,993 | $124,425+207.8% | $112,040+241.8% | $137,256+179.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.71% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $15,862 | $3,411+365.0% | $2,954+437.0% | $4,156+281.7% |
| Participant deferral / active EE | $7,828 | $5,718+36.9% | $5,098+53.6% | $6,407+22.2% |
| Admin fee / account holder | $3,422 | $15,207-77.5% | $12,098-71.7% | $12,270-72.1% |