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 6-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 | $310,584 | $111,535+178.5% | $105,223+195.2% | $137,256+126.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 11.09% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,090 | $3,939-46.9% | $3,689-43.3% | $4,156-49.7% |
| Participant deferral / active EE | $4,325 | $5,500-21.4% | $5,072-14.7% | $6,407-32.5% |
| Admin fee / account holder | $11,351 | $9,721+16.8% | $8,859+28.1% | $12,270-7.5% |