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 | $260,310 | $209,336+24.4% | $197,124+32.1% | $137,256+89.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.63% | 48.09%-38.5pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $12,891 | $6,591+95.6% | $6,227+107.0% | $4,156+210.2% |
| Participant deferral / active EE | $5,969 | $9,614-37.9% | $9,135-34.7% | $6,407-6.8% |
| Admin fee / account holder | $4,394 | $17,308-74.6% | $16,298-73.0% | $12,270-64.2% |