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 | $297,622 | $106,749+178.8% | $145,433+104.6% | $82,448+261.0% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 16.12% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $10,086 | $3,444+192.8% | $4,554+121.5% | $2,551+295.4% |
| Participant deferral / active EE | $21,038 | $6,519+222.7% | $7,897+166.4% | $4,139+408.3% |
| Admin fee / account holder | $37,567 | $8,390+347.8% | $13,129+186.1% | $7,234+419.3% |