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 | $454,384 | $138,385+228.3% | $184,200+146.7% | $80,874+461.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.65% | 20.02%-9.4pp | 28.80%-18.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $25,158 | $4,849+418.8% | $6,424+291.6% | $2,756+812.9% |
| Participant deferral / active EE | $11,174 | $7,073+58.0% | $9,132+22.4% | $4,297+160.1% |
| Admin fee / account holder | $11,428 | $10,483+9.0% | $13,907-17.8% | $6,935+64.8% |