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 | $565,699 | $209,336+170.2% | $197,124+187.0% | $137,256+312.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.12% | 48.09%-36.0pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,784 | $6,591-72.9% | $6,227-71.4% | $4,156-57.1% |
| Participant deferral / active EE | $5,773 | $9,614-40.0% | $9,135-36.8% | $6,407-9.9% |
| Admin fee / account holder | $13,230 | $17,308-23.6% | $16,298-18.8% | $12,270+7.8% |