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 | $348,989 | $92,798+276.1% | $96,707+260.9% | $137,256+154.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 18.15% | 31.24%-13.1pp | 34.78%-16.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $13,287 | $4,147+220.4% | $4,191+217.0% | $4,156+219.7% |
| Participant deferral / active EE | $9,758 | $5,877+66.0% | $5,997+62.7% | $6,407+52.3% |
| Admin fee / account holder | $13,063 | $7,946+64.4% | $7,503+74.1% | $12,270+6.5% |