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 | $382,259 | $106,749+258.1% | $145,433+162.8% | $82,448+363.6% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 14.95% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,046 | $6,519+84.8% | $7,897+52.5% | $4,139+191.0% |
| Admin fee / account holder | $44,532 | $8,390+430.8% | $13,129+239.2% | $7,234+515.6% |