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 | $494,737 | $76,407+547.5% | $150,298+229.2% | $82,448+500.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.94% | 39.99%-28.1pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $20,810 | $2,614+696.1% | $4,154+401.0% | $2,551+715.8% |
| Participant deferral / active EE | $10,749 | $3,214+234.4% | $5,453+97.1% | $4,139+159.7% |
| Admin fee / account holder | $36,744 | $6,352+478.5% | $14,116+160.3% | $7,234+407.9% |