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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,522 | $72,071+275.4% | $68,368+295.7% | $137,256+97.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 3.23% | 353.14%-349.9pp | 292.57%-289.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $12,866 | $2,788+361.5% | $2,649+385.7% | $4,156+209.6% |
| Participant deferral / active EE | $7,750 | $4,410+75.7% | $4,123+88.0% | $6,407+21.0% |
| Admin fee / account holder | $1,125 | $5,336-78.9% | $5,150-78.2% | $12,270-90.8% |