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 | $308,627 | $146,267+111.0% | $197,124+56.6% | $82,448+274.3% |
| Participation rate | 97.9% | 84.0%+13.9pp | 86.7%+11.2pp | 68.1%+29.8pp |
| Annual return | 13.81% | 29.61%-15.8pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $8,421 | $4,723+78.3% | $6,227+35.2% | $2,551+230.1% |
| Participant deferral / active EE | $11,737 | $7,035+66.8% | $9,135+28.5% | $4,139+183.5% |
| Admin fee / account holder | $31,443 | $14,422+118.0% | $16,298+92.9% | $7,234+334.6% |