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 | $380,329 | $178,174+113.5% | $156,181+143.5% | $137,256+177.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 13.50% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,333 | $4,972-12.8% | $4,294+0.9% | $4,156+4.3% |
| Participant deferral / active EE | $10,333 | $6,888+50.0% | $6,132+68.5% | $6,407+61.3% |
| Admin fee / account holder | $66,692 | $17,404+283.2% | $14,586+357.2% | $12,270+443.5% |