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 | $304,094 | $106,749+184.9% | $145,433+109.1% | $82,448+268.8% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 15.09% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $7,565 | $3,444+119.6% | $4,554+66.1% | $2,551+196.6% |
| Participant deferral / active EE | $12,516 | $6,519+92.0% | $7,897+58.5% | $4,139+202.4% |
| Admin fee / account holder | $16,419 | $8,390+95.7% | $13,129+25.1% | $7,234+127.0% |