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 | $587,002 | $209,336+180.4% | $197,124+197.8% | $137,256+327.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 34.60% | 48.09%-13.5pp | 44.34%-9.7pp | 220.34%-185.7pp |
| Employer contribution / active EE | $26,603 | $6,591+303.6% | $6,227+327.2% | $4,156+540.1% |
| Participant deferral / active EE | $22,747 | $9,614+136.6% | $9,135+149.0% | $6,407+255.0% |
| Admin fee / account holder | $35,767 | $17,308+106.7% | $16,298+119.5% | $12,270+191.5% |