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 | $251,814 | $111,814+125.2% | $93,654+168.9% | $145,959+72.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.31% | 203.30%-187.0pp | 133.34%-117.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $5,083 | $3,092+64.4% | $2,421+110.0% | $4,661+9.1% |
| Participant deferral / active EE | $9,795 | $4,914+99.3% | $4,413+122.0% | $6,689+46.4% |
| Admin fee / account holder | $5,336 | $10,246-47.9% | $8,282-35.6% | $13,398-60.2% |