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 | $668,778 | $154,228+333.6% | $145,433+359.9% | $137,256+387.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $9,721 | $4,804+102.3% | $4,554+113.4% | $4,156+133.9% |
| Participant deferral / active EE | $14,083 | $8,216+71.4% | $7,897+78.3% | $6,407+119.8% |
| Admin fee / account holder | $51,487 | $14,344+259.0% | $13,129+292.2% | $12,270+319.6% |