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 | $661,695 | $154,228+329.0% | $145,433+355.0% | $137,256+382.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.40% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,635 | $4,804-45.1% | $4,554-42.1% | $4,156-36.6% |
| Participant deferral / active EE | $11,026 | $8,216+34.2% | $7,897+39.6% | $6,407+72.1% |
| Admin fee / account holder | $32,229 | $14,344+124.7% | $13,129+145.5% | $12,270+162.7% |