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 | $261,927 | $154,228+69.8% | $145,433+80.1% | $137,256+90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.68% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,524 | $4,804-47.5% | $4,554-44.6% | $4,156-39.3% |
| Participant deferral / active EE | $10,877 | $8,216+32.4% | $7,897+37.7% | $6,407+69.8% |
| Admin fee / account holder | $544 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |