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 8-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 | $279,190 | $124,425+124.4% | $112,040+149.2% | $137,256+103.4% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 25.38% | 24.72%+0.7pp | 24.52%+0.9pp | 220.34%-195.0pp |
| Employer contribution / active EE | $16,866 | $3,411+394.4% | $2,954+471.0% | $4,156+305.8% |
| Participant deferral / active EE | $12,164 | $5,718+112.7% | $5,098+138.6% | $6,407+89.9% |
| Admin fee / account holder | $472 | $15,207-96.9% | $12,098-96.1% | $12,270-96.2% |