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 | $263,652 | $112,729+133.9% | $98,716+167.1% | $137,256+92.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 68.28% | 38.48%+29.8pp | 31.81%+36.5pp | 220.34%-152.1pp |
| Employer contribution / active EE | $8,831 | $2,725+224.0% | $2,279+287.6% | $4,156+112.5% |
| Participant deferral / active EE | $2,317 | $4,640-50.1% | $4,048-42.8% | $6,407-63.8% |
| Admin fee / account holder | $2,650 | $10,129-73.8% | $8,703-69.6% | $12,270-78.4% |