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 | $325,765 | $159,934+103.7% | $147,005+121.6% | $145,959+123.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.31% | 98.24%-83.9pp | 418.76%-404.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $11,192 | $5,287+111.7% | $4,934+126.8% | $4,661+140.1% |
| Participant deferral / active EE | $9,148 | $8,427+8.6% | $8,070+13.4% | $6,689+36.8% |
| Admin fee / account holder | $2,849 | $15,053-81.1% | $13,006-78.1% | $13,398-78.7% |