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 | $285,326 | $108,825+162.2% | $156,181+82.7% | $82,448+246.1% |
| Participation rate | 95.0% | 72.4%+22.6pp | 78.8%+16.2pp | 68.1%+26.9pp |
| Annual return | 16.75% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,587 | $4,577+109.4% | $6,132+56.3% | $4,139+131.6% |
| Admin fee / account holder | $22,468 | $9,341+140.5% | $14,586+54.0% | $7,234+210.6% |