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 | $518,391 | $86,922+496.4% | $102,438+406.1% | $80,874+541.0% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.5pp |
| Annual return | 14.29% | 18.90%-4.6pp | 29.37%-15.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,802 | $2,369+18.2% | $3,024-7.3% | $2,756+1.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,071 | $8,050-61.9% | $9,448-67.5% | $6,935-55.7% |