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 | $261,257 | $102,382+155.2% | $147,005+77.7% | $80,874+223.0% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+9.9pp | 67.6%+24.5pp |
| Annual return | 12.34% | 134.89%-122.6pp | 418.76%-406.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $3,119 | $3,715-16.0% | $4,934-36.8% | $2,756+13.2% |
| Participant deferral / active EE | $11,501 | $6,646+73.0% | $8,070+42.5% | $4,297+167.7% |
| Admin fee / account holder | $64,375 | $7,942+710.5% | $13,006+395.0% | $6,935+828.2% |