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 4-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 | $697,966 | $154,228+352.6% | $145,433+379.9% | $137,256+408.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.01% | 74.59%-70.6pp | 66.58%-62.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $3,911 | $4,804-18.6% | $4,554-14.1% | $4,156-5.9% |
| Participant deferral / active EE | $9,161 | $8,216+11.5% | $7,897+16.0% | $6,407+43.0% |
| Admin fee / account holder | $585,879 | $14,344+3984.6% | $13,129+4362.5% | $12,270+4674.8% |