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 | $271,976 | $106,749+154.8% | $145,433+87.0% | $82,448+229.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.00% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $7,977 | $3,444+131.6% | $4,554+75.1% | $2,551+212.7% |
| Participant deferral / active EE | $17,015 | $6,519+161.0% | $7,897+115.5% | $4,139+311.1% |
| Admin fee / account holder | $10,174 | $8,390+21.3% | $13,129-22.5% | $7,234+40.6% |