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 | $301,457 | $172,111+75.2% | $150,298+100.6% | $137,256+119.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.43% | 69.37%-52.9pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,224 | $4,636-30.5% | $4,154-22.4% | $4,156-22.4% |
| Participant deferral / active EE | $11,756 | $6,166+90.7% | $5,453+115.6% | $6,407+83.5% |
| Admin fee / account holder | $456 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |