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 | $313,152 | $159,934+95.8% | $147,005+113.0% | $145,959+114.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.07% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,164 | $5,287-40.2% | $4,934-35.9% | $4,661-32.1% |
| Participant deferral / active EE | $7,198 | $8,427-14.6% | $8,070-10.8% | $6,689+7.6% |
| Admin fee / account holder | $4,900 | $15,053-67.5% | $13,006-62.3% | $13,398-63.4% |