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 | $317,880 | $172,111+84.7% | $150,298+111.5% | $137,256+131.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.40% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $12,989 | $4,636+180.2% | $4,154+212.7% | $4,156+212.5% |
| Participant deferral / active EE | $7,839 | $6,166+27.1% | $5,453+43.8% | $6,407+22.4% |
| Admin fee / account holder | $3,614 | $16,471-78.1% | $14,116-74.4% | $12,270-70.5% |