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 | $352,338 | $178,174+97.7% | $156,181+125.6% | $137,256+156.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 12.28% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,554 | $4,972-28.5% | $4,294-17.2% | $4,156-14.5% |
| Participant deferral / active EE | $8,241 | $6,888+19.7% | $6,132+34.4% | $6,407+28.6% |
| Admin fee / account holder | $20,350 | $17,404+16.9% | $14,586+39.5% | $12,270+65.8% |