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 | $1,340,003 | $124,425+977.0% | $112,040+1096.0% | $137,256+876.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.95% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,123 | $3,411-8.5% | $2,954+5.7% | $4,156-24.9% |
| Participant deferral / active EE | $4,761 | $5,718-16.7% | $5,098-6.6% | $6,407-25.7% |
| Admin fee / account holder | $5,021 | $15,207-67.0% | $12,098-58.5% | $12,270-59.1% |