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 | $525,362 | $111,814+369.9% | $103,374+408.2% | $145,959+259.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.32% | 24.77%-12.4pp | 24.89%-12.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $6,379 | $4,214+51.4% | $3,869+64.9% | $4,661+36.9% |
| Participant deferral / active EE | $12,724 | $5,618+126.5% | $5,058+151.6% | $6,689+90.2% |
| Admin fee / account holder | $5,801 | $9,754-40.5% | $8,394-30.9% | $13,398-56.7% |