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 | $674,169 | $154,228+337.1% | $145,433+363.6% | $137,256+391.2% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 19.30% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,859 | $4,804-40.5% | $4,554-37.2% | $4,156-31.2% |
| Participant deferral / active EE | $6,920 | $8,216-15.8% | $7,897-12.4% | $6,407+8.0% |
| Admin fee / account holder | $22,358 | $14,344+55.9% | $13,129+70.3% | $12,270+82.2% |