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 | $267,013 | $209,336+27.6% | $197,124+35.5% | $137,256+94.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 14.73% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,796 | $6,591-72.7% | $6,227-71.2% | $4,156-56.8% |
| Participant deferral / active EE | $11,073 | $9,614+15.2% | $9,135+21.2% | $6,407+72.8% |
| Admin fee / account holder | $15,948 | $17,308-7.9% | $16,298-2.2% | $12,270+30.0% |