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 | $255,525 | $201,259+27.0% | $184,200+38.7% | $145,959+75.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.27% | 28.98%-12.7pp | 28.80%-12.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,635 | $7,018-48.2% | $6,424-43.4% | $4,661-22.0% |
| Participant deferral / active EE | $5,676 | $9,806-42.1% | $9,132-37.8% | $6,689-15.1% |
| Admin fee / account holder | $22,654 | $16,372+38.4% | $13,907+62.9% | $13,398+69.1% |