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 4-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 | $370,475 | $86,922+326.2% | $102,438+261.7% | $80,874+358.1% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 17.19% | 18.90%-1.7pp | 29.37%-12.2pp | 35.62%-18.4pp |
| Employer contribution / active EE | $12,963 | $2,369+447.1% | $3,024+328.7% | $2,756+370.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,467 | $8,050-44.5% | $9,448-52.7% | $6,935-35.6% |