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 | $890,195 | $72,071+1135.2% | $68,368+1202.1% | $137,256+548.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.34% | 353.14%-345.8pp | 292.57%-285.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $12,978 | $2,788+365.5% | $2,649+389.9% | $4,156+212.3% |
| Participant deferral / active EE | $22,280 | $4,410+405.2% | $4,123+440.4% | $6,407+247.8% |
| Admin fee / account holder | $14,813 | $5,336+177.6% | $5,150+187.6% | $12,270+20.7% |