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 | $253,913 | $57,057+345.0% | $85,009+198.7% | $80,874+214.0% |
| Participation rate | 86.0% | 56.4%+29.6pp | 67.5%+18.5pp | 67.6%+18.4pp |
| Annual return | 13.79% | 21.66%-7.9pp | 66.47%-52.7pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,805 | $1,799+0.3% | $2,728-33.9% | $2,756-34.5% |
| Participant deferral / active EE | $4,071 | $3,112+30.8% | $4,522-10.0% | $4,297-5.3% |
| Admin fee / account holder | $62,119 | $4,986+1145.9% | $6,153+909.6% | $6,935+795.7% |