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 | $680,519 | $146,267+365.3% | $197,124+245.2% | $82,448+725.4% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 16.10% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $11,147 | $4,723+136.0% | $6,227+79.0% | $2,551+337.0% |
| Participant deferral / active EE | $23,388 | $7,035+232.5% | $9,135+156.0% | $4,139+465.0% |
| Admin fee / account holder | $9,825 | $14,422-31.9% | $16,298-39.7% | $7,234+35.8% |