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 | $313,186 | $159,934+95.8% | $147,005+113.0% | $145,959+114.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.58% | 98.24%-93.7pp | 418.76%-414.2pp | 561.95%-557.4pp |
| Employer contribution / active EE | $43,500 | $5,287+722.7% | $4,934+781.6% | $4,661+833.3% |
| Participant deferral / active EE | $30,000 | $8,427+256.0% | $8,070+271.8% | $6,689+348.5% |
| Admin fee / account holder | $785 | $15,053-94.8% | $13,006-94.0% | $13,398-94.1% |