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 | $264,327 | $124,425+112.4% | $112,040+135.9% | $137,256+92.6% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 14.46% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,393 | $3,411+116.7% | $2,954+150.3% | $4,156+77.9% |
| Participant deferral / active EE | $5,349 | $5,718-6.5% | $5,098+4.9% | $6,407-16.5% |
| Admin fee / account holder | $3,039 | $15,207-80.0% | $12,098-74.9% | $12,270-75.2% |