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 | $259,628 | $126,519+105.2% | $106,201+144.5% | $145,959+77.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.01% | 225.10%-216.1pp | 116.26%-107.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,352 | $3,726-10.0% | $3,170+5.7% | $4,661-28.1% |
| Participant deferral / active EE | $8,256 | $5,716+44.5% | $5,012+64.7% | $6,689+23.4% |
| Admin fee / account holder | $13,595 | $17,312-21.5% | $11,039+23.1% | $13,398+1.5% |