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 | $257,452 | $106,749+141.2% | $145,433+77.0% | $82,448+212.3% |
| Participation rate | 98.5% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,738 | $3,444+95.6% | $4,554+48.0% | $2,551+164.2% |
| Participant deferral / active EE | $9,782 | $6,519+50.1% | $7,897+23.9% | $4,139+136.3% |
| Admin fee / account holder | $3,126 | $8,390-62.7% | $13,129-76.2% | $7,234-56.8% |