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 | $599,372 | $117,859+408.6% | $102,438+485.1% | $145,959+310.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 1.42% | 31.72%-30.3pp | 29.37%-27.9pp | 561.95%-560.5pp |
| Employer contribution / active EE | $6,813 | $3,615+88.5% | $3,024+125.3% | $4,661+46.2% |
| Participant deferral / active EE | $9,245 | $5,732+61.3% | $5,054+82.9% | $6,689+38.2% |
| Admin fee / account holder | $10,601 | $13,318-20.4% | $9,448+12.2% | $13,398-20.9% |