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 | $261,509 | $210,698+24.1% | $178,014+46.9% | $145,959+79.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.64% | 386.27%-363.6pp | 294.80%-272.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $1,611 | $4,567-64.7% | $3,950-59.2% | $4,661-65.4% |
| Participant deferral / active EE | $1,851 | $6,958-73.4% | $6,276-70.5% | $6,689-72.3% |
| Admin fee / account holder | $7,344 | $12,016-38.9% | $10,362-29.1% | $13,398-45.2% |