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 | $459,575 | $124,425+269.4% | $112,040+310.2% | $137,256+234.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.74% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,268 | $3,411-62.8% | $2,954-57.1% | $4,156-69.5% |
| Participant deferral / active EE | $13,167 | $5,718+130.3% | $5,098+158.3% | $6,407+105.5% |
| Admin fee / account holder | $7,732 | $15,207-49.2% | $12,098-36.1% | $12,270-37.0% |