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 6-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 | $365,535 | $154,228+137.0% | $145,433+151.3% | $137,256+166.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.15% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,162 | $4,804+7.5% | $4,554+13.3% | $4,156+24.2% |
| Participant deferral / active EE | $15,722 | $8,216+91.3% | $7,897+99.1% | $6,407+145.4% |
| Admin fee / account holder | $1,634 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |