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 | $505,954 | $154,228+228.1% | $145,433+247.9% | $137,256+268.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.58% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,961 | $4,804-59.2% | $4,554-56.9% | $4,156-52.8% |
| Participant deferral / active EE | $12,651 | $8,216+54.0% | $7,897+60.2% | $6,407+97.5% |
| Admin fee / account holder | $101,970 | $14,344+610.9% | $13,129+676.7% | $12,270+731.0% |