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 | $409,276 | $154,228+165.4% | $145,433+181.4% | $137,256+198.2% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $7,425 | $4,804+54.6% | $4,554+63.0% | $4,156+78.7% |
| Participant deferral / active EE | $20,875 | $8,216+154.1% | $7,897+164.3% | $6,407+225.8% |
| Admin fee / account holder | $22,813 | $14,344+59.0% | $13,129+73.8% | $12,270+85.9% |