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 | $313,157 | $172,111+82.0% | $150,298+108.4% | $137,256+128.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.89% | 69.37%-64.5pp | 62.79%-57.9pp | 220.34%-215.5pp |
| Employer contribution / active EE | $2,400 | $4,636-48.2% | $4,154-42.2% | $4,156-42.3% |
| Participant deferral / active EE | $34,750 | $6,166+463.6% | $5,453+537.3% | $6,407+442.4% |
| Admin fee / account holder | $600,429 | $16,471+3545.4% | $14,116+4153.6% | $12,270+4793.4% |