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 | $313,605 | $102,382+206.3% | $147,005+113.3% | $80,874+287.8% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 22.33% | 134.89%-112.6pp | 418.76%-396.4pp | 35.62%-13.3pp |
| Employer contribution / active EE | $4,224 | $3,715+13.7% | $4,934-14.4% | $2,756+53.3% |
| Participant deferral / active EE | $10,191 | $6,646+53.3% | $8,070+26.3% | $4,297+137.2% |
| Admin fee / account holder | $25,397 | $7,942+219.8% | $13,006+95.3% | $6,935+266.2% |