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 | $348,616 | $101,618+243.1% | $93,063+274.6% | $137,256+154.0% |
| Participation rate | 87.0% | 74.9%+12.0pp | 72.1%+14.8pp | 80.0%+7.0pp |
| Annual return | 11.71% | 223.95%-212.2pp | 34.15%-22.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,665 | $2,707-1.5% | $2,476+7.6% | $4,156-35.9% |
| Participant deferral / active EE | $3,873 | $4,279-9.5% | $3,958-2.2% | $6,407-39.6% |
| Admin fee / account holder | $52,725 | $6,198+750.6% | $6,033+773.9% | $12,270+329.7% |