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 | $279,879 | $95,453+193.2% | $112,040+149.8% | $82,448+239.5% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.5%+0.7pp | 68.1%+9.1pp |
| Annual return | 10.65% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,341 | $2,318-42.1% | $2,954-54.6% | $2,551-47.4% |
| Participant deferral / active EE | $7,630 | $4,224+80.7% | $5,098+49.7% | $4,139+84.3% |
| Admin fee / account holder | $3,264 | $9,013-63.8% | $12,098-73.0% | $7,234-54.9% |