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 | $386,472 | $102,382+277.5% | $147,005+162.9% | $80,874+377.9% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 18.80% | 134.89%-116.1pp | 418.76%-400.0pp | 35.62%-16.8pp |
| Employer contribution / active EE | $12,156 | $3,715+227.2% | $4,934+146.4% | $2,756+341.1% |
| Participant deferral / active EE | $13,623 | $6,646+105.0% | $8,070+68.8% | $4,297+217.0% |
| Admin fee / account holder | $22,529 | $7,942+183.7% | $13,006+73.2% | $6,935+224.9% |