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 | $260,142 | $172,111+51.1% | $150,298+73.1% | $137,256+89.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.15% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $12,540 | $4,636+170.5% | $4,154+201.9% | $4,156+201.7% |
| Participant deferral / active EE | $6,378 | $6,166+3.4% | $5,453+17.0% | $6,407-0.4% |
| Admin fee / account holder | $69,931 | $16,471+324.6% | $14,116+395.4% | $12,270+469.9% |