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 | $461,520 | $161,352+186.0% | $134,172+244.0% | $137,256+236.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.88% | 28.72%-12.8pp | 25.30%-9.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $14,081 | $4,099+243.5% | $3,420+311.7% | $4,156+238.8% |
| Participant deferral / active EE | $8,688 | $5,552+56.5% | $4,690+85.2% | $6,407+35.6% |
| Admin fee / account holder | $1,094 | $15,028-92.7% | $12,016-90.9% | $12,270-91.1% |