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 | $727,703 | $154,228+371.8% | $145,433+400.4% | $137,256+430.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,849 | $4,804-19.9% | $4,554-15.5% | $4,156-7.4% |
| Participant deferral / active EE | $17,734 | $8,216+115.8% | $7,897+124.6% | $6,407+176.8% |
| Admin fee / account holder | $20,283 | $14,344+41.4% | $13,129+54.5% | $12,270+65.3% |