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 | $426,093 | $154,228+176.3% | $145,433+193.0% | $137,256+210.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.14% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $520 | $4,804-89.2% | $4,554-88.6% | $4,156-87.5% |
| Participant deferral / active EE | $8,335 | $8,216+1.4% | $7,897+5.5% | $6,407+30.1% |
| Admin fee / account holder | $15,143 | $14,344+5.6% | $13,129+15.3% | $12,270+23.4% |