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 | $411,651 | $180,749+127.7% | $160,784+156.0% | $137,256+199.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 16.06% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,837 | $4,155-7.7% | $3,733+2.8% | $4,156-7.7% |
| Participant deferral / active EE | $8,497 | $6,844+24.1% | $6,293+35.0% | $6,407+32.6% |
| Admin fee / account holder | $3,063 | $10,397-70.5% | $9,717-68.5% | $12,270-75.0% |