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 | $251,063 | $146,267+71.6% | $197,124+27.4% | $82,448+204.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 86.7%+2.8pp | 68.1%+21.4pp |
| Annual return | 17.72% | 29.61%-11.9pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $6,365 | $4,723+34.8% | $6,227+2.2% | $2,551+149.5% |
| Participant deferral / active EE | $14,415 | $7,035+104.9% | $9,135+57.8% | $4,139+248.3% |
| Admin fee / account holder | $35,491 | $14,422+146.1% | $16,298+117.8% | $7,234+390.6% |