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 | $307,353 | $88,360+247.8% | $145,433+111.3% | $67,986+352.1% |
| Participation rate | 73.1% | 65.5%+7.7pp | 82.1%-9.0pp | 57.2%+15.9pp |
| Annual return | 17.06% | 63.15%-46.1pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $2,396 | $3,054-21.5% | $4,554-47.4% | $2,019+18.7% |
| Participant deferral / active EE | $8,701 | $5,932+46.7% | $7,897+10.2% | $3,358+159.1% |
| Admin fee / account holder | $28,888 | $3,313+771.9% | $13,129+120.0% | $3,203+801.8% |