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 | $646,908 | $76,407+746.7% | $150,298+330.4% | $82,448+684.6% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 15.35% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $13,326 | $2,614+409.8% | $4,154+220.8% | $2,551+422.4% |
| Participant deferral / active EE | $11,230 | $3,214+249.4% | $5,453+105.9% | $4,139+171.3% |
| Admin fee / account holder | $16,634 | $6,352+161.9% | $14,116+17.8% | $7,234+129.9% |