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 | $261,690 | $106,749+145.1% | $145,433+79.9% | $82,448+217.4% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 12.30% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,552 | $3,444+3.1% | $4,554-22.0% | $2,551+39.2% |
| Participant deferral / active EE | $10,290 | $6,519+57.9% | $7,897+30.3% | $4,139+148.6% |
| Admin fee / account holder | $8,704 | $8,390+3.7% | $13,129-33.7% | $7,234+20.3% |