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 | $598,612 | $111,535+436.7% | $105,223+468.9% | $137,256+336.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.65% | 237.85%-231.2pp | 180.65%-174.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $42,243 | $3,939+972.3% | $3,689+1045.3% | $4,156+916.4% |
| Participant deferral / active EE | $24,667 | $5,500+348.5% | $5,072+386.4% | $6,407+285.0% |
| Admin fee / account holder | $8,514 | $9,721-12.4% | $8,859-3.9% | $12,270-30.6% |