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 | $534,280 | $239,571+123.0% | $183,328+191.4% | $137,256+289.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.20% | 35.69%-24.5pp | 29.67%-18.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $13,215 | $6,148+115.0% | $5,055+161.4% | $4,156+218.0% |
| Participant deferral / active EE | $19,458 | $7,995+143.4% | $6,795+186.4% | $6,407+203.7% |
| Admin fee / account holder | $34,287 | $30,059+14.1% | $21,427+60.0% | $12,270+179.4% |