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 | $276,888 | $180,749+53.2% | $160,784+72.2% | $137,256+101.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 14.86% | 2234.46%-2219.6pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,056 | $4,155-26.5% | $3,733-18.1% | $4,156-26.5% |
| Participant deferral / active EE | $5,733 | $6,844-16.2% | $6,293-8.9% | $6,407-10.5% |
| Admin fee / account holder | $8,584 | $10,397-17.4% | $9,717-11.7% | $12,270-30.0% |