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 | $267,487 | $172,111+55.4% | $150,298+78.0% | $137,256+94.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.18% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $23,561 | $4,636+408.2% | $4,154+467.2% | $4,156+466.9% |
| Participant deferral / active EE | $1,855 | $6,166-69.9% | $5,453-66.0% | $6,407-71.0% |
| Admin fee / account holder | $2,592 | $16,471-84.3% | $14,116-81.6% | $12,270-78.9% |