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 | $376,555 | $138,385+172.1% | $184,200+104.4% | $80,874+365.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.35% | 20.02%-0.7pp | 28.80%-9.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $18,777 | $4,849+287.2% | $6,424+192.3% | $2,756+581.4% |
| Participant deferral / active EE | $16,272 | $7,073+130.1% | $9,132+78.2% | $4,297+278.7% |
| Admin fee / account holder | $1,197 | $10,483-88.6% | $13,907-91.4% | $6,935-82.7% |