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 | $591,046 | $117,859+401.5% | $102,438+477.0% | $145,959+304.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.62% | 31.72%-17.1pp | 29.37%-14.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $11,639 | $3,615+222.0% | $3,024+284.9% | $4,661+149.7% |
| Participant deferral / active EE | $5,825 | $5,732+1.6% | $5,054+15.3% | $6,689-12.9% |
| Admin fee / account holder | $139,115 | $13,318+944.6% | $9,448+1372.5% | $13,398+938.3% |