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 | $263,704 | $111,535+136.4% | $105,223+150.6% | $137,256+92.1% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 80.0%+6.4pp |
| Annual return | 11.19% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,787 | $3,939-54.6% | $3,689-51.5% | $4,156-57.0% |
| Participant deferral / active EE | $12,463 | $5,500+126.6% | $5,072+145.7% | $6,407+94.5% |
| Admin fee / account holder | $42,535 | $9,721+337.5% | $8,859+380.1% | $12,270+246.7% |