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 | $530,698 | $154,228+244.1% | $145,433+264.9% | $137,256+286.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.05% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,462 | $4,804-27.9% | $4,554-24.0% | $4,156-16.7% |
| Participant deferral / active EE | $7,508 | $8,216-8.6% | $7,897-4.9% | $6,407+17.2% |
| Admin fee / account holder | $3,026 | $14,344-78.9% | $13,129-77.0% | $12,270-75.3% |