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 7-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 | $381,026 | $106,749+256.9% | $145,433+162.0% | $82,448+362.1% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 18.66% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,062 | $3,444-11.1% | $4,554-32.8% | $2,551+20.1% |
| Participant deferral / active EE | $8,143 | $6,519+24.9% | $7,897+3.1% | $4,139+96.7% |
| Admin fee / account holder | $13,510 | $8,390+61.0% | $13,129+2.9% | $7,234+86.7% |