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 | $431,326 | $172,111+150.6% | $150,298+187.0% | $137,256+214.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 10.48% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,774 | $4,636+24.5% | $4,154+39.0% | $4,156+38.9% |
| Participant deferral / active EE | $9,025 | $6,166+46.4% | $5,453+65.5% | $6,407+40.9% |
| Admin fee / account holder | $20,347 | $16,471+23.5% | $14,116+44.1% | $12,270+65.8% |