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 | $626,409 | $73,787+748.9% | $98,716+534.6% | $82,448+659.8% |
| Participation rate | 81.0% | 61.4%+19.5pp | 69.3%+11.7pp | 68.1%+12.9pp |
| Annual return | 20.07% | 18.57%+1.5pp | 31.81%-11.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,889 | $1,511+91.2% | $2,279+26.8% | $2,551+13.3% |
| Participant deferral / active EE | $7,773 | $3,081+152.2% | $4,048+92.0% | $4,139+87.8% |
| Admin fee / account holder | $78,281 | $6,500+1104.3% | $8,703+799.5% | $7,234+982.1% |