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 | $346,582 | $178,174+94.5% | $156,181+121.9% | $137,256+152.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.30% | 84.19%-63.9pp | 64.87%-44.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $13,695 | $4,972+175.5% | $4,294+218.9% | $4,156+229.5% |
| Participant deferral / active EE | $8,799 | $6,888+27.8% | $6,132+43.5% | $6,407+37.3% |
| Admin fee / account holder | $1,808 | $17,404-89.6% | $14,586-87.6% | $12,270-85.3% |