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 | $442,050 | $95,453+363.1% | $112,040+294.5% | $82,448+436.2% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 15.99% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,691 | $2,318+59.3% | $2,954+25.0% | $2,551+44.7% |
| Participant deferral / active EE | $9,357 | $4,224+121.5% | $5,098+83.6% | $4,139+126.1% |
| Admin fee / account holder | $18,682 | $9,013+107.3% | $12,098+54.4% | $7,234+158.2% |