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 | $269,642 | $154,228+74.8% | $145,433+85.4% | $137,256+96.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,367 | $4,804+11.7% | $4,554+17.8% | $4,156+29.1% |
| Participant deferral / active EE | $15,999 | $8,216+94.7% | $7,897+102.6% | $6,407+149.7% |
| Admin fee / account holder | $1,532 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |