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 | $368,545 | $172,111+114.1% | $150,298+145.2% | $137,256+168.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $10,002 | $4,636+115.7% | $4,154+140.8% | $4,156+140.7% |
| Participant deferral / active EE | $9,118 | $6,166+47.9% | $5,453+67.2% | $6,407+42.3% |
| Admin fee / account holder | $104,395 | $16,471+533.8% | $14,116+639.6% | $12,270+750.8% |