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 | $276,507 | $209,336+32.1% | $197,124+40.3% | $137,256+101.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.36% | 48.09%-36.7pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $10,324 | $6,591+56.6% | $6,227+65.8% | $4,156+148.4% |
| Participant deferral / active EE | $26,550 | $9,614+176.2% | $9,135+190.7% | $6,407+314.4% |
| Admin fee / account holder | $18,883 | $17,308+9.1% | $16,298+15.9% | $12,270+53.9% |