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 | $426,285 | $172,111+147.7% | $150,298+183.6% | $137,256+210.6% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 19.74% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,363 | $4,636+102.0% | $4,154+125.4% | $4,156+125.3% |
| Participant deferral / active EE | $7,408 | $6,166+20.1% | $5,453+35.9% | $6,407+15.6% |
| Admin fee / account holder | $12,010 | $16,471-27.1% | $14,116-14.9% | $12,270-2.1% |