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 | $308,455 | $132,634+132.6% | $115,768+166.4% | $137,256+124.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.16% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,872 | $3,360+15.2% | $2,940+31.7% | $4,156-6.8% |
| Participant deferral / active EE | $9,028 | $5,619+60.7% | $4,917+83.6% | $6,407+40.9% |
| Admin fee / account holder | $4,011 | $15,028-73.3% | $12,439-67.8% | $12,270-67.3% |