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 9-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 | $275,571 | $154,228+78.7% | $145,433+89.5% | $137,256+100.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,315 | $4,804-31.0% | $4,554-27.2% | $4,156-20.2% |
| Participant deferral / active EE | $9,843 | $8,216+19.8% | $7,897+24.6% | $6,407+53.6% |
| Admin fee / account holder | $5,031 | $14,344-64.9% | $13,129-61.7% | $12,270-59.0% |