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 | $390,723 | $172,111+127.0% | $150,298+160.0% | $137,256+184.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.34% | 69.37%-52.0pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $7,336 | $4,636+58.2% | $4,154+76.6% | $4,156+76.5% |
| Participant deferral / active EE | $9,250 | $6,166+50.0% | $5,453+69.6% | $6,407+44.4% |
| Admin fee / account holder | $337 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |