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 | $306,973 | $67,894+352.1% | $89,340+243.6% | $82,448+272.3% |
| Participation rate | 88.0% | 64.0%+24.0pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 11.66% | 19.21%-7.5pp | 20.57%-8.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $8,771 | $1,828+379.9% | $2,231+293.1% | $2,551+243.8% |
| Participant deferral / active EE | $5,071 | $3,072+65.0% | $3,823+32.6% | $4,139+22.5% |
| Admin fee / account holder | $5,234 | $5,723-8.5% | $6,704-21.9% | $7,234-27.7% |