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 | $257,481 | $111,535+130.9% | $105,223+144.7% | $137,256+87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.70% | 237.85%-224.2pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,881 | $3,939+23.9% | $3,689+32.3% | $4,156+17.4% |
| Participant deferral / active EE | $16,635 | $5,500+202.5% | $5,072+228.0% | $6,407+159.6% |
| Admin fee / account holder | $2,295 | $9,721-76.4% | $8,859-74.1% | $12,270-81.3% |