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 | $289,108 | $166,020+74.1% | $164,866+75.4% | $145,959+98.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.61% | 100.08%-86.5pp | 69.97%-56.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,378 | $5,275-73.9% | $4,343-68.3% | $4,661-70.4% |
| Participant deferral / active EE | $12,676 | $6,961+82.1% | $6,033+110.1% | $6,689+89.5% |
| Admin fee / account holder | $348 | $16,644-97.9% | $12,689-97.3% | $13,398-97.4% |