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 | $329,608 | $178,174+85.0% | $156,181+111.0% | $137,256+140.1% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.8%+12.5pp | 80.0%+11.3pp |
| Annual return | 16.92% | 84.19%-67.3pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $15,689 | $4,972+215.6% | $4,294+265.4% | $4,156+277.5% |
| Participant deferral / active EE | $3,059 | $6,888-55.6% | $6,132-50.1% | $6,407-52.2% |
| Admin fee / account holder | $31,394 | $17,404+80.4% | $14,586+115.2% | $12,270+155.9% |