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 4-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 | $373,607 | $97,125+284.7% | $86,233+333.3% | $137,256+172.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 15.85% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $14,942 | $2,841+425.9% | $2,504+496.7% | $4,156+259.5% |
| Participant deferral / active EE | $19,845 | $5,180+283.1% | $4,559+335.3% | $6,407+209.8% |
| Admin fee / account holder | $1,521 | $9,725-84.4% | $8,342-81.8% | $12,270-87.6% |