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 | $271,222 | $166,020+63.4% | $164,866+64.5% | $145,959+85.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.22% | 100.08%-85.9pp | 69.97%-55.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $9,148 | $5,275+73.4% | $4,343+110.6% | $4,661+96.3% |
| Participant deferral / active EE | $8,948 | $6,961+28.5% | $6,033+48.3% | $6,689+33.8% |
| Admin fee / account holder | $19,168 | $16,644+15.2% | $12,689+51.1% | $13,398+43.1% |