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 | $289,576 | $154,228+87.8% | $145,433+99.1% | $137,256+111.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $945 | $4,804-80.3% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $5,514 | $8,216-32.9% | $7,897-30.2% | $6,407-13.9% |
| Admin fee / account holder | $10,906 | $14,344-24.0% | $13,129-16.9% | $12,270-11.1% |