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 | $487,910 | $60,444+707.2% | $68,948+607.6% | $82,448+491.8% |
| Participation rate | 97.1% | 73.6%+23.5pp | 79.2%+17.9pp | 68.1%+29.0pp |
| Annual return | 12.12% | 15.42%-3.3pp | 28.39%-16.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,555 | $3,449+32.1% | $4,165+9.4% | $2,551+78.6% |
| Participant deferral / active EE | $5,177 | $3,658+41.5% | $6,186-16.3% | $4,139+25.1% |
| Admin fee / account holder | $15,253 | $6,421+137.5% | $7,539+102.3% | $7,234+110.8% |