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 | $384,423 | $209,336+83.6% | $197,124+95.0% | $137,256+180.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.88% | 48.09%-41.2pp | 44.34%-37.5pp | 220.34%-213.5pp |
| Employer contribution / active EE | $5,298 | $6,591-19.6% | $6,227-14.9% | $4,156+27.5% |
| Participant deferral / active EE | $25,021 | $9,614+160.3% | $9,135+173.9% | $6,407+290.5% |
| Admin fee / account holder | $497 | $17,308-97.1% | $16,298-97.0% | $12,270-96.0% |