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 5-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 | $348,415 | $97,125+258.7% | $86,233+304.0% | $137,256+153.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.44% | 74.19%-55.7pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $14,471 | $2,841+409.3% | $2,504+477.8% | $4,156+248.2% |
| Participant deferral / active EE | $17,350 | $5,180+235.0% | $4,559+280.6% | $6,407+170.8% |
| Admin fee / account holder | $5,956 | $9,725-38.8% | $8,342-28.6% | $12,270-51.5% |