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 | $370,444 | $112,729+228.6% | $98,716+275.3% | $137,256+169.9% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.3%+25.2pp | 80.0%+14.5pp |
| Annual return | 3.27% | 38.48%-35.2pp | 31.81%-28.5pp | 220.34%-217.1pp |
| Employer contribution / active EE | $31,897 | $2,725+1070.4% | $2,279+1299.9% | $4,156+667.5% |
| Participant deferral / active EE | $2,771 | $4,640-40.3% | $4,048-31.5% | $6,407-56.7% |
| Admin fee / account holder | $9,212 | $10,129-9.1% | $8,703+5.8% | $12,270-24.9% |