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.
Participant 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 | $360,404 | $132,634+171.7% | $115,768+211.3% | $137,256+162.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 11.69% | 160.70%-149.0pp | 100.46%-88.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,446 | $5,619-74.3% | $4,917-70.6% | $6,407-77.4% |
| Admin fee / account holder | $24,469 | $15,028+62.8% | $12,439+96.7% | $12,270+99.4% |