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 | $296,938 | $111,814+165.6% | $93,654+217.1% | $145,959+103.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.23% | 203.30%-193.1pp | 133.34%-123.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,810 | $3,092+23.2% | $2,421+57.4% | $4,661-18.3% |
| Participant deferral / active EE | $5,595 | $4,914+13.9% | $4,413+26.8% | $6,689-16.3% |
| Admin fee / account holder | $18,161 | $10,246+77.2% | $8,282+119.3% | $13,398+35.6% |