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 | $302,250 | $71,057+325.4% | $93,654+222.7% | $80,874+273.7% |
| Participation rate | 80.6% | 60.4%+20.2pp | 68.7%+11.9pp | 67.6%+13.0pp |
| Annual return | 15.26% | 11.26%+4.0pp | 133.34%-118.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,173 | $1,564-25.0% | $2,421-51.5% | $2,756-57.4% |
| Participant deferral / active EE | $8,457 | $4,034+109.6% | $4,413+91.6% | $4,297+96.8% |
| Admin fee / account holder | $6,115 | $6,944-11.9% | $8,282-26.2% | $6,935-11.8% |