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 | $1,283,374 | $172,111+645.7% | $150,298+753.9% | $137,256+835.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.44% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $85,903 | $4,636+1752.9% | $4,154+1967.9% | $4,156+1967.0% |
| Participant deferral / active EE | $14,650 | $6,166+137.6% | $5,453+168.7% | $6,407+128.7% |
| Admin fee / account holder | $2,775 | $16,471-83.2% | $14,116-80.3% | $12,270-77.4% |