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 | $304,835 | $95,453+219.4% | $112,040+172.1% | $82,448+269.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 11.28% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,082 | $2,318+33.0% | $2,954+4.3% | $2,551+20.8% |
| Participant deferral / active EE | $8,023 | $4,224+90.0% | $5,098+57.4% | $4,139+93.8% |
| Admin fee / account holder | $33,546 | $9,013+272.2% | $12,098+177.3% | $7,234+363.7% |