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 | $284,983 | $178,174+59.9% | $156,181+82.5% | $137,256+107.6% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 17.41% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $7,019 | $4,972+41.2% | $4,294+63.5% | $4,156+68.9% |
| Participant deferral / active EE | $14,373 | $6,888+108.7% | $6,132+134.4% | $6,407+124.3% |
| Admin fee / account holder | $5,557 | $17,404-68.1% | $14,586-61.9% | $12,270-54.7% |