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 | $473,549 | $172,111+175.1% | $150,298+215.1% | $137,256+245.0% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 11.12% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $15,267 | $4,636+229.3% | $4,154+267.5% | $4,156+267.3% |
| Participant deferral / active EE | $8,522 | $6,166+38.2% | $5,453+56.3% | $6,407+33.0% |
| Admin fee / account holder | $3,786 | $16,471-77.0% | $14,116-73.2% | $12,270-69.1% |