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 | $328,724 | $146,267+124.7% | $197,124+66.8% | $82,448+298.7% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.1pp |
| Annual return | 4.38% | 29.61%-25.2pp | 44.34%-40.0pp | 41.64%-37.3pp |
| Employer contribution / active EE | $12,996 | $4,723+175.2% | $6,227+108.7% | $2,551+409.5% |
| Participant deferral / active EE | $7,750 | $7,035+10.2% | $9,135-15.2% | $4,139+87.2% |
| Admin fee / account holder | $32,028 | $14,422+122.1% | $16,298+96.5% | $7,234+342.7% |