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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,966 | $81,446+284.3% | $103,374+202.7% | $80,874+287.0% |
| Participation rate | 87.5% | 66.9%+20.6pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 16.81% | 25.57%-8.8pp | 24.89%-8.1pp | 35.62%-18.8pp |
| Employer contribution / active EE | $231 | $3,107-92.6% | $3,869-94.0% | $2,756-91.6% |
| Participant deferral / active EE | $7,602 | $3,870+96.4% | $5,058+50.3% | $4,297+76.9% |
| Admin fee / account holder | $33,510 | $6,715+399.0% | $8,394+299.2% | $6,935+383.2% |