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 | $301,156 | $81,446+269.8% | $103,374+191.3% | $80,874+272.4% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 9.63% | 25.57%-15.9pp | 24.89%-15.3pp | 35.62%-26.0pp |
| Employer contribution / active EE | $23,360 | $3,107+651.8% | $3,869+503.7% | $2,756+747.7% |
| Participant deferral / active EE | $1,728 | $3,870-55.3% | $5,058-65.8% | $4,297-59.8% |
| Admin fee / account holder | $11,950 | $6,715+78.0% | $8,394+42.4% | $6,935+72.3% |