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 9-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 | $332,516 | $111,814+197.4% | $103,374+221.7% | $145,959+127.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.20% | 24.77%-18.6pp | 24.89%-18.7pp | 561.95%-555.8pp |
| Employer contribution / active EE | $11,748 | $4,214+178.8% | $3,869+203.6% | $4,661+152.0% |
| Participant deferral / active EE | $9,291 | $5,618+65.4% | $5,058+83.7% | $6,689+38.9% |
| Admin fee / account holder | $149,464 | $9,754+1432.3% | $8,394+1680.6% | $13,398+1015.6% |