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 | $459,955 | $106,749+330.9% | $145,433+216.3% | $82,448+457.9% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 15.62% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,160 | $3,444+78.8% | $4,554+35.3% | $2,551+141.5% |
| Participant deferral / active EE | $19,409 | $6,519+197.8% | $7,897+145.8% | $4,139+368.9% |
| Admin fee / account holder | $31,409 | $8,390+274.4% | $13,129+139.2% | $7,234+334.2% |