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 | $625,950 | $132,634+371.9% | $115,768+440.7% | $137,256+356.0% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 16.18% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $23,239 | $3,360+591.7% | $2,940+690.5% | $4,156+459.2% |
| Participant deferral / active EE | $21,239 | $5,619+278.0% | $4,917+332.0% | $6,407+231.5% |
| Admin fee / account holder | $13,102 | $15,028-12.8% | $12,439+5.3% | $12,270+6.8% |