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 | $350,655 | $183,592+91.0% | $155,567+125.4% | $145,959+140.2% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.49% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.5pp |
| Employer contribution / active EE | $14,472 | $5,315+172.3% | $4,674+209.6% | $4,661+210.5% |
| Participant deferral / active EE | $8,779 | $6,464+35.8% | $5,628+56.0% | $6,689+31.3% |
| Admin fee / account holder | $83,079 | $19,318+330.1% | $15,916+422.0% | $13,398+520.1% |