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 | $517,665 | $239,571+116.1% | $183,328+182.4% | $137,256+277.2% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 80.0%-10.0pp |
| Annual return | 13.45% | 35.69%-22.2pp | 29.67%-16.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,861 | $6,148+27.9% | $5,055+55.5% | $4,156+89.1% |
| Participant deferral / active EE | $17,364 | $7,995+117.2% | $6,795+155.5% | $6,407+171.0% |
| Admin fee / account holder | $118,214 | $30,059+293.3% | $21,427+451.7% | $12,270+863.4% |